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 | $274,355 | $185,545+47.9% | $90,767+202.3% | $89,433+206.8% |
| Participation rate | 91.1% | 85.0%+6.0pp | 75.7%+15.4pp | 71.3%+19.8pp |
| Annual return | -15.15% | -13.56%-1.6pp | -12.16%-3.0pp | -11.88%-3.3pp |
| Employer contribution / active EE | $7,645 | $7,210+6.0% | $2,922+161.7% | $3,021+153.1% |
| Participant deferral / active EE | $15,380 | $9,550+61.0% | $4,565+236.9% | $5,125+200.1% |
| Admin fee / account holder | $0 | $100-100.0% | $8,445-100.0% | $79-100.0% |