Filed January 15, 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.
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 | $931,019 | $69,708+1235.6% | $67,560+1278.1% | $74,478+1150.1% |
| Participation rate | 99.6% | 71.4%+28.2pp | 72.9%+26.7pp | 67.2%+32.4pp |
| Annual return | 24.78% | -40.67%+65.4pp | 3533.50%-3508.7pp | 1370.56%-1345.8pp |
| Employer contribution / active EE | $29,727 | $2,715+995.0% | $2,737+986.3% | $2,626+1031.9% |
| Participant deferral / active EE | $0 | $3,637-100.0% | $4,004-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |