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 | $394,009 | $430,560-8.5% | $98,920+298.3% | $106,273+270.8% |
| Participation rate | 86.7% | 86.2%+0.5pp | 76.0%+10.7pp | 70.8%+15.9pp |
| Annual return | 26.10% | 17.89%+8.2pp | 196.47%-170.4pp | 21.70%+4.4pp |
| Employer contribution / active EE | $13,647 | $6,804+100.6% | $2,689+407.5% | $2,722+401.3% |
| Participant deferral / active EE | $14,321 | $9,623+48.8% | $4,245+237.4% | $4,601+211.2% |
| Admin fee / account holder | $0 | $220-100.0% | $6,643-100.0% | $78-100.0% |