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 | $161,889 | $58,726+175.7% | $92,240+75.5% | $62,293+159.9% |
| Participation rate | 98.8% | 68.3%+30.4pp | 76.5%+22.3pp | 69.5%+29.3pp |
| Annual return | 21.04% | 43.62%-22.6pp | 176.29%-155.3pp | 28.90%-7.9pp |
| Employer contribution / active EE | $10,113 | $2,392+322.8% | $3,680+174.8% | $2,042+395.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |