Filed December 31, 1992
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,185 | $178,759+52.3% | $102,460+165.7% | $106,553+155.4% |
| Participation rate | 98.3% | 91.3%+7.0pp | 76.5%+21.8pp | 69.8%+28.5pp |
| Annual return | 25.38% | 17.23%+8.2pp | 29.47%-4.1pp | 17.37%+8.0pp |
| Employer contribution / active EE | $8,142 | $5,750+41.6% | $3,025+169.1% | $3,359+142.4% |
| Participant deferral / active EE | $9,483 | $9,466+0.2% | $5,056+87.6% | $5,562+70.5% |
| Admin fee / account holder | $0 | $62-100.0% | $9,460-100.0% | $80-100.0% |