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 | $649,269 | $185,342+250.3% | $111,319+483.3% | $86,828+647.8% |
| Participation rate | 99.5% | 81.0%+18.6pp | 77.3%+22.2pp | 72.3%+27.2pp |
| Annual return | 20.32% | 500.80%-480.5pp | 54.68%-34.4pp | 97.95%-77.6pp |
| Employer contribution / active EE | $13,780 | $2,246+513.5% | $2,732+404.4% | $2,406+472.7% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |