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 | $340,245 | $171,796+98.1% | $111,319+205.6% | $106,520+219.4% |
| Participation rate | 99.5% | 88.6%+10.9pp | 77.3%+22.2pp | 71.3%+28.2pp |
| Annual return | 14.96% | 18.62%-3.7pp | 54.68%-39.7pp | 19.28%-4.3pp |
| Employer contribution / active EE | $9,605 | $4,687+104.9% | $2,732+251.6% | $2,840+238.2% |
| Participant deferral / active EE | $14,449 | $7,845+84.2% | $4,488+222.0% | $4,948+192.0% |
| Admin fee / account holder | $0 | $69-100.0% | $7,966-100.0% | $75-100.0% |