Filed October 19, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,327 | $71,802+78.7% | $133,975-4.2% | $57,661+122.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 16.05% | 13.51%+2.5pp | 29.29%-13.2pp | 5.13%+10.9pp |
| Employer contribution / active EE | $5,284 | $3,161+67.1% | $5,211+1.4% | $1,974+167.7% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $18 | $88-80.0% | $9,324-99.8% | $95-81.4% |