Filed December 23, 1992
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 | $254,314 | $68,110+273.4% | $155,556+63.5% | $99,313+156.1% |
| Participation rate | 97.4% | 67.8%+29.6pp | 78.2%+19.2pp | 71.7%+25.7pp |
| Annual return | 14.91% | 16.16%-1.2pp | 64.84%-49.9pp | 17.67%-2.8pp |
| Employer contribution / active EE | $17,139 | $2,291+648.2% | $4,675+266.6% | $3,264+425.0% |
| Participant deferral / active EE | $0 | $3,865-100.0% | $5,631-100.0% | $5,346-100.0% |
| Admin fee / account holder | $262 | $94+178.9% | $15,885-98.3% | $109+140.2% |