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 | $264,417 | $136,209+94.1% | $82,312+221.2% | $80,976+226.5% |
| Participation rate | 95.8% | 88.0%+7.8pp | 76.9%+18.9pp | 68.3%+27.6pp |
| Annual return | 19.51% | 21.54%-2.0pp | 25.88%-6.4pp | 22.91%-3.4pp |
| Employer contribution / active EE | $6,049 | $3,633+66.5% | $2,428+149.1% | $2,402+151.8% |
| Participant deferral / active EE | $7,209 | $6,693+7.7% | $3,706+94.5% | $3,848+87.3% |
| Admin fee / account holder | $0 | $62-100.0% | $5,608-100.0% | $67-100.0% |