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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,325 | $136,209+73.5% | $82,312+187.1% | $80,976+191.8% |
| Participation rate | 99.9% | 88.0%+11.9pp | 76.9%+23.0pp | 68.3%+31.6pp |
| Annual return | 17.97% | 21.54%-3.6pp | 25.88%-7.9pp | 22.91%-4.9pp |
| Employer contribution / active EE | $10,191 | $3,633+180.5% | $2,428+319.7% | $2,402+324.2% |
| Participant deferral / active EE | $13,416 | $6,693+100.4% | $3,706+262.0% | $3,848+248.6% |
| Admin fee / account holder | $0 | $62-100.0% | $5,608-100.0% | $67-100.0% |