Filed December 17, 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 | $274,885 | $187,373+46.7% | $91,004+202.1% | $80,976+239.5% |
| Participation rate | 96.3% | 87.5%+8.8pp | 75.6%+20.7pp | 68.3%+28.0pp |
| Annual return | 17.73% | 16.95%+0.8pp | 4.60%+13.1pp | 22.91%-5.2pp |
| Employer contribution / active EE | $5,452 | $5,838-6.6% | $2,456+122.0% | $2,402+126.9% |
| Participant deferral / active EE | $14,423 | $8,375+72.2% | $3,548+306.6% | $3,848+274.8% |
| Admin fee / account holder | $0 | $91-100.0% | $5,417-100.0% | $67-100.0% |