Filed April 3, 2026 (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 | $631,989 | $91,517+590.6% | $101,275+524.0% | $73,415+760.8% |
| Participation rate | 97.2% | 73.8%+23.4pp | 75.8%+21.4pp | 72.2%+25.0pp |
| Annual return | 168.57% | 17.17%+151.4pp | 46.46%+122.1pp | 59.30%+109.3pp |
| Employer contribution / active EE | $2,630 | $2,877-8.6% | $3,660-28.1% | $2,234+17.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |