Filed September 4, 2025
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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 | $339,537 | $68,681+394.4% | $86,625+292.0% | $85,851+295.5% |
| Participation rate | 98.8% | 66.4%+32.4pp | 71.6%+27.1pp | 69.3%+29.5pp |
| Annual return | 53.56% | 20.12%+33.4pp | 63.52%-10.0pp | 318.63%-265.1pp |
| Employer contribution / active EE | $9,887 | $1,880+425.8% | $2,496+296.1% | $2,565+285.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,974-100.0% | $5,830-100.0% | $6,261-100.0% |