Filed January 30, 2026
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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 | $859,719 | $89,123+864.6% | $102,460+739.1% | $77,762+1005.6% |
| Participation rate | 99.8% | 80.9%+18.9pp | 76.5%+23.3pp | 70.6%+29.2pp |
| Annual return | 15.48% | 25.05%-9.6pp | 29.47%-14.0pp | 31.27%-15.8pp |
| Employer contribution / active EE | $24,729 | $2,700+815.9% | $3,025+717.5% | $2,728+806.5% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |