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 | $540,308 | $81,900+559.7% | $119,615+351.7% | $68,498+688.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 30.64% | -23.82%+54.5pp | -14.98%+45.6pp | -7.84%+38.5pp |
| Employer contribution / active EE | $5,228 | $2,693+94.1% | $4,232+23.5% | $2,596+101.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,324-100.0% | $5,403-100.0% |