Filed September 23, 2015 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $298,248 | $78,852+278.2% | $76,768+288.5% | $75,289+296.1% |
| Participation rate | 99.7% | 85.0%+14.7pp | 77.0%+22.8pp | 72.4%+27.3pp |
| Annual return | 6.11% | -1.29%+7.4pp | 2.43%+3.7pp | -0.04%+6.1pp |
| Employer contribution / active EE | $12,799 | $2,794+358.0% | $2,485+415.0% | $2,405+432.2% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $3,852-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $6,676-100.0% | $102-100.0% |