Filed January 30, 2009 (most recent of 2 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.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,451 | $106,264-82.6% | $147,117-87.5% | $77,762-76.3% |
| Participation rate | 87.2% | 78.4%+8.8pp | 82.2%+5.0pp | 70.6%+16.6pp |
| Annual return | 15.42% | 56.94%-41.5pp | 420.54%-405.1pp | 31.27%-15.9pp |
| Employer contribution / active EE | $2,590 | $4,074-36.4% | $4,932-47.5% | $2,728-5.1% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $5 | $334-98.6% | $12,993-100.0% | $433-98.9% |