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 | $262,958 | $138,331+90.1% | $86,717+203.2% | $89,433+194.0% |
| Participation rate | 99.7% | 88.9%+10.8pp | 76.6%+23.1pp | 71.3%+28.4pp |
| Annual return | -17.15% | -11.72%-5.4pp | 35.97%-53.1pp | -11.88%-5.3pp |
| Employer contribution / active EE | $10,524 | $4,812+118.7% | $2,837+270.9% | $3,021+248.4% |
| Participant deferral / active EE | $15,501 | $8,027+93.1% | $4,657+232.9% | $5,125+202.5% |
| Admin fee / account holder | $0 | $64-100.0% | $7,494-100.0% | $79-100.0% |