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 | $730,868 | $60,795+1102.2% | $69,480+951.9% | $65,188+1021.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 27.46% | 17.46%+10.0pp | 28.99%-1.5pp | 29.38%-1.9pp |
| Employer contribution / active EE | $4,198 | $2,452+71.2% | $2,780+51.0% | $2,177+92.9% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,537-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |