Filed June 23, 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 | $283,310 | $71,142+298.2% | $119,628+136.8% | $64,829+337.0% |
| Participation rate | 99.5% | 78.6%+20.9pp | 79.3%+20.2pp | 71.5%+28.0pp |
| Annual return | 87.95% | -10.01%+98.0pp | -14.98%+102.9pp | 32.85%+55.1pp |
| Employer contribution / active EE | $13,632 | $2,497+445.8% | $4,232+222.1% | $2,507+443.7% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,330-100.0% | $188-100.0% |