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 | $309,057 | $225,491+37.1% | $98,462+213.9% | $96,393+220.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 75.2%+24.8pp | 71.3%+28.7pp |
| Annual return | 17.52% | 19.53%-2.0pp | 21.20%-3.7pp | 22.88%-5.4pp |
| Employer contribution / active EE | $14,219 | $8,386+69.5% | $3,049+366.3% | $3,239+339.0% |
| Participant deferral / active EE | $18,468 | $10,872+69.9% | $4,738+289.7% | $5,455+238.6% |
| Admin fee / account holder | $0 | $87-100.0% | $8,875-100.0% | $74-100.0% |