Filed July 16, 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 | $463,732 | $101,763+355.7% | $164,866+181.3% | $80,874+473.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.22% | 16.73%-2.5pp | 69.97%-55.7pp | 35.62%-21.4pp |
| Employer contribution / active EE | $6,329 | $2,954+114.2% | $4,343+45.7% | $2,756+129.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,228-100.0% | $12,689-100.0% | $6,935-100.0% |