Filed December 3, 2025
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,898 | $52,884+185.3% | $84,753+78.0% | $55,167+173.5% |
| Participation rate | 99.4% | 67.5%+31.9pp | 76.6%+22.9pp | 69.0%+30.5pp |
| Annual return | 7.96% | 18.03%-10.1pp | 22.78%-14.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $8,257 | $2,233+269.7% | $3,574+131.0% | $1,963+320.7% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |