Filed September 4, 2015 (most recent of 4 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,218 | $90,530-84.3% | $76,030-81.3% | $145,897-90.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.97% | 625.08%-609.1pp | 361.54%-345.6pp | 552.29%-536.3pp |
| Employer contribution / active EE | $2,471 | $3,319-25.5% | $2,688-8.0% | $4,663-47.0% |
| Participant deferral / active EE | $3,708 | $5,164-28.2% | $4,257-12.9% | $6,689-44.6% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |