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 | $648,540 | $55,002+1079.1% | $59,899+982.7% | $56,289+1052.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 17.23% | 1.13%+16.1pp | 3.46%+13.8pp | -9.96%+27.2pp |
| Employer contribution / active EE | $4,021 | $2,448+64.3% | $2,723+47.7% | $2,111+90.5% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,403-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |