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 | $681,735 | $72,303+842.9% | $86,691+686.4% | $64,814+951.8% |
| Participation rate | 99.5% | 80.4%+19.1pp | 76.6%+23.0pp | 71.5%+28.1pp |
| Annual return | 4.62% | 392.77%-388.1pp | 35.94%-31.3pp | 32.84%-28.2pp |
| Employer contribution / active EE | $17,692 | $2,393+639.4% | $2,837+523.7% | $2,507+605.8% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |