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 | $680,379 | $104,544+550.8% | $96,564+604.6% | $80,187+748.5% |
| Participation rate | 99.7% | 86.4%+13.3pp | 76.0%+23.7pp | 72.9%+26.8pp |
| Annual return | 66.62% | 21.79%+44.8pp | 25.89%+40.7pp | 40.40%+26.2pp |
| Employer contribution / active EE | $8,645 | $3,527+145.1% | $2,967+191.4% | $2,980+190.1% |
| Participant deferral / active EE | $0 | $6,170-100.0% | $4,852-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $8,256-100.0% | $145-100.0% |