Filed January 1, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,622 | $65,442-25.7% | $86,717-43.9% | $66,954-27.4% |
| Participation rate | 91.3% | 75.5%+15.9pp | 76.6%+14.7pp | 69.8%+21.5pp |
| Annual return | -14.74% | -10.91%-3.8pp | 35.97%-50.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,103-100.0% | $4,657-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,494-100.0% | $594-100.0% |