Filed October 3, 2013
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 | $140,128 | $100,949+38.8% | $90,468+54.9% | $158,988-11.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.19% | 1727.53%-1709.3pp | 1294.94%-1276.8pp | 303.00%-284.8pp |
| Employer contribution / active EE | $3,105 | $3,691-15.9% | $3,264-4.9% | $4,763-34.8% |
| Participant deferral / active EE | $4,988 | $4,349+14.7% | $3,964+25.8% | $5,983-16.6% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,614-100.0% | $11,252-100.0% |