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 | $268,063 | $72,404+270.2% | $110,241+143.2% | $64,186+317.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.82% | -6.29%+26.1pp | 314.75%-294.9pp | 7.63%+12.2pp |
| Employer contribution / active EE | $17,164 | $2,282+652.3% | $3,827+348.5% | $2,381+620.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,888-100.0% |