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 | $328,215 | $164,350+99.7% | $95,968+242.0% | $106,273+208.8% |
| Participation rate | 99.5% | 90.5%+9.1pp | 77.1%+22.5pp | 70.8%+28.7pp |
| Annual return | 18.74% | 14.56%+4.2pp | 91.65%-72.9pp | 21.70%-3.0pp |
| Employer contribution / active EE | $10,102 | $4,292+135.4% | $2,542+297.5% | $2,722+271.1% |
| Participant deferral / active EE | $14,572 | $7,854+85.5% | $4,167+249.7% | $4,601+216.7% |
| Admin fee / account holder | $0 | $65-100.0% | $6,798-100.0% | $78-100.0% |