Filed May 7, 1997
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,910 | $74,462+136.2% | $81,988+114.6% | $90,274+94.9% |
| Participation rate | 97.7% | 69.7%+28.0pp | 69.3%+28.4pp | 73.4%+24.3pp |
| Annual return | 14.69% | 17.56%-2.9pp | 41.32%-26.6pp | 53.97%-39.3pp |
| Employer contribution / active EE | $2,996 | $2,334+28.3% | $2,499+19.9% | $2,523+18.7% |
| Participant deferral / active EE | $3,865 | $3,602+7.3% | $3,723+3.8% | $4,231-8.6% |
| Admin fee / account holder | $0 | $98-100.0% | $5,666-100.0% | $114-100.0% |