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 | $389,359 | $93,283+317.4% | $76,891+406.4% | $103,657+275.6% |
| Participation rate | 99.4% | 79.3%+20.1pp | 69.6%+29.8pp | 73.4%+26.0pp |
| Annual return | 33.96% | 17.40%+16.6pp | 37.91%-4.0pp | 33.13%+0.8pp |
| Employer contribution / active EE | $5,438 | $3,170+71.6% | $2,534+114.7% | $3,216+69.1% |
| Participant deferral / active EE | $0 | $4,624-100.0% | $3,833-100.0% | $5,218-100.0% |
| Admin fee / account holder | $0 | $78-99.8% | $5,488-100.0% | $114-99.8% |