Filed August 7, 2012
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 | $155,796 | $76,209+104.4% | $81,370+91.5% | $200,096-22.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 72.0%+28.0pp |
| Annual return | 14.63% | 15.55%-0.9pp | 24.85%-10.2pp | 34.26%-19.6pp |
| Employer contribution / active EE | $1,599 | $2,807-43.0% | $2,464-35.1% | $3,038-47.4% |
| Participant deferral / active EE | $0 | $4,210-100.0% | $3,885-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $146-100.0% | $5,749-100.0% | $269-100.0% |