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 | $200,113 | $96,720+106.9% | $86,681+130.9% | $139,500+43.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.39% | 106.91%-87.5pp | 593.32%-573.9pp | 373.99%-354.6pp |
| Employer contribution / active EE | $4,334 | $3,267+32.6% | $3,026+43.2% | $4,755-8.9% |
| Participant deferral / active EE | $7,480 | $4,838+54.6% | $4,440+68.5% | $6,713+11.4% |
| Admin fee / account holder | $10 | $6,415-99.8% | $5,620-99.8% | $11,410-99.9% |