Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 1,542 employees
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 | $350,072 | $244,991+42.9% | $105,624+231.4% | $106,553+228.5% |
| Participation rate | 91.4% | 88.4%+3.0pp | 75.3%+16.1pp | 69.8%+21.6pp |
| Annual return | 17.91% | 13.48%+4.4pp | 116.20%-98.3pp | 17.37%+0.5pp |
| Employer contribution / active EE | $16,866 | $8,816+91.3% | $3,168+432.5% | $3,359+402.2% |
| Participant deferral / active EE | $18,429 | $11,442+61.1% | $5,013+267.7% | $5,562+231.3% |
| Admin fee / account holder | $0 | $88-100.0% | $10,961-100.0% | $80-100.0% |