Filed September 16, 2011
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 | $353,657 | $178,759+97.8% | $102,460+245.2% | $106,553+231.9% |
| Participation rate | 99.7% | 91.3%+8.4pp | 76.5%+23.1pp | 69.8%+29.8pp |
| Annual return | 17.49% | 17.23%+0.3pp | 29.47%-12.0pp | 17.37%+0.1pp |
| Employer contribution / active EE | $13,545 | $5,750+135.6% | $3,025+347.7% | $3,359+303.3% |
| Participant deferral / active EE | $17,789 | $9,466+87.9% | $5,056+251.8% | $5,562+219.8% |
| Admin fee / account holder | $0 | $62-100.0% | $9,460-100.0% | $80-100.0% |