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 | $886,401 | $74,706+1086.5% | $75,728+1070.5% | $79,395+1016.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 35.26% | 18.52%+16.7pp | 104.66%-69.4pp | 116.90%-81.6pp |
| Employer contribution / active EE | $7,481 | $2,590+188.8% | $2,743+172.7% | $2,428+208.1% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,820-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $374-100.0% | $3,620-100.0% | $626-100.0% |