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 | $368,377 | $91,552+302.4% | $133,956+175.0% | $79,860+361.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 20.67% | 61.85%-41.2pp | 45.09%-24.4pp | 31.72%-11.0pp |
| Employer contribution / active EE | $18,627 | $2,384+681.5% | $3,919+375.3% | $2,471+653.8% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |