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 | $278,315 | $143,368+94.1% | $87,102+219.5% | $89,609+210.6% |
| Participation rate | 99.8% | 88.2%+11.6pp | 76.9%+23.0pp | 69.6%+30.3pp |
| Annual return | 21.96% | 28.55%-6.6pp | 28.19%-6.2pp | 33.65%-11.7pp |
| Employer contribution / active EE | $9,754 | $4,012+143.1% | $2,521+286.8% | $2,584+277.4% |
| Participant deferral / active EE | $14,392 | $7,129+101.9% | $4,048+255.5% | $4,222+240.9% |
| Admin fee / account holder | $0 | $61-100.0% | $7,493-100.0% | $72-100.0% |