Filed October 18, 2004 (most recent of 2 filings on file)
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 | $495,247 | $103,282+379.5% | $81,370+508.6% | $99,313+398.7% |
| Participation rate | 98.4% | 73.2%+25.2pp | 69.5%+28.9pp | 71.7%+26.7pp |
| Annual return | 33.88% | 15.11%+18.8pp | 24.85%+9.0pp | 17.67%+16.2pp |
| Employer contribution / active EE | $5,071 | $3,061+65.7% | $2,464+105.8% | $3,264+55.4% |
| Participant deferral / active EE | $0 | $4,549-100.0% | $3,885-100.0% | $5,346-100.0% |
| Admin fee / account holder | $0 | $78-99.6% | $5,749-100.0% | $109-99.7% |