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 | $255,647 | $173,253+47.6% | $80,022+219.5% | $73,367+248.4% |
| Participation rate | 96.4% | 88.8%+7.6pp | 75.8%+20.6pp | 69.5%+27.0pp |
| Annual return | -2.41% | -2.12%-0.3pp | 11.22%-13.6pp | 173.45%-175.9pp |
| Employer contribution / active EE | $5,635 | $6,338-11.1% | $2,468+128.3% | $2,499+125.5% |
| Participant deferral / active EE | $15,692 | $8,893+76.5% | $3,686+325.7% | $4,033+289.1% |
| Admin fee / account holder | $0 | $90-100.0% | $6,521-100.0% | $68-100.0% |