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 | $852,049 | $60,989+1297.1% | $60,919+1298.7% | $66,954+1172.6% |
| Participation rate | 99.5% | 74.5%+25.1pp | 73.1%+26.4pp | 69.8%+29.7pp |
| Annual return | 10.67% | -9.60%+20.3pp | 16.98%-6.3pp | 1.57%+9.1pp |
| Employer contribution / active EE | $5,222 | $2,661+96.3% | $2,704+93.1% | $2,545+105.2% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,226-100.0% | $594-100.0% |