Filed November 15, 2006
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,125 | $121,341+88.0% | $189,534+20.4% | $79,395+187.3% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.8%+8.8pp | 70.7%+25.9pp |
| Annual return | 15.07% | 21.08%-6.0pp | 555.39%-540.3pp | 116.90%-101.8pp |
| Employer contribution / active EE | $3,100 | $3,915-20.8% | $6,162-49.7% | $2,428+27.7% |
| Participant deferral / active EE | $6,712 | $6,395+4.9% | $8,220-18.4% | $4,046+65.9% |
| Admin fee / account holder | $0 | $651-100.0% | $12,049-100.0% | $626-100.0% |