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 | $539,608 | $79,519+578.6% | $95,968+462.3% | $73,415+635.0% |
| Participation rate | 99.3% | 81.2%+18.1pp | 77.1%+22.2pp | 72.2%+27.1pp |
| Annual return | 21.07% | 19.20%+1.9pp | 91.65%-70.6pp | 59.30%-38.2pp |
| Employer contribution / active EE | $14,468 | $2,048+606.5% | $2,542+469.3% | $2,234+547.7% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,798-100.0% | $158-100.0% |