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 | $303,689 | $161,802+87.7% | $96,564+214.5% | $96,393+215.1% |
| Participation rate | 99.7% | 92.5%+7.2pp | 76.0%+23.7pp | 71.3%+28.4pp |
| Annual return | 20.39% | 18.41%+2.0pp | 25.89%-5.5pp | 22.88%-2.5pp |
| Employer contribution / active EE | $11,404 | $5,381+111.9% | $2,967+284.4% | $3,239+252.1% |
| Participant deferral / active EE | $17,574 | $8,927+96.9% | $4,852+262.2% | $5,455+222.2% |
| Admin fee / account holder | $0 | $61-100.0% | $8,256-100.0% | $74-100.0% |