Filed May 1, 2015
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 17.08% | 11.11%+6.0pp | 8.95%+8.1pp | 11.84%+5.2pp |
| Employer contribution / active EE | $15,828 | $19,861-20.3% | $46,559-66.0% | $17,339-8.7% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |