Filed April 3, 2025 (most recent of 2 filings on file)
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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 | $429,274 | $63,768+573.2% | $98,477+335.9% | $79,393+440.7% |
| Participation rate | 99.4% | 69.9%+29.6pp | 73.3%+26.1pp | 70.7%+28.7pp |
| Annual return | 13.91% | 626.18%-612.3pp | 1493.59%-1479.7pp | 116.87%-103.0pp |
| Employer contribution / active EE | $21,010 | $2,558+721.5% | $2,961+609.6% | $2,428+765.4% |
| Participant deferral / active EE | $2,836 | $3,305-14.2% | $4,276-33.7% | $4,046-29.9% |
| Admin fee / account holder | $3 | $516-99.5% | $5,951-100.0% | $627-99.6% |