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.
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 | $462,970 | $176,471+162.3% | $95,968+382.4% | $90,274+412.9% |
| Participation rate | 99.7% | 86.6%+13.1pp | 77.1%+22.6pp | 73.4%+26.4pp |
| Annual return | 36.87% | 20.15%+16.7pp | 91.65%-54.8pp | 53.97%-17.1pp |
| Employer contribution / active EE | $11,771 | $2,783+322.9% | $2,542+363.2% | $2,523+366.5% |
| Participant deferral / active EE | $0 | $5,325-100.0% | $4,167-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $6,798-100.0% | $114-100.0% |