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 | $335,579 | $83,477+302.0% | $125,175+168.1% | $72,986+359.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 26.91% | 25.78%+1.1pp | 43.79%-16.9pp | 81.01%-54.1pp |
| Employer contribution / active EE | $18,585 | $2,345+692.5% | $3,865+380.8% | $2,440+661.7% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |