Filed September 4, 2025
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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $373,725 | $62,177+501.1% | $81,370+359.3% | $74,478+401.8% |
| Participation rate | 99.1% | 64.1%+35.0pp | 69.5%+29.5pp | 67.2%+31.8pp |
| Annual return | 24.11% | 16.62%+7.5pp | 24.85%-0.7pp | 1370.56%-1346.5pp |
| Employer contribution / active EE | $10,347 | $1,881+450.1% | $2,464+320.0% | $2,626+294.0% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,927-100.0% | $5,749-100.0% | $1,946-100.0% |