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 | $188,808 | $55,449+240.5% | $83,831+125.2% | $56,289+235.4% |
| Participation rate | 96.9% | 68.0%+28.9pp | 76.1%+20.8pp | 69.9%+27.1pp |
| Annual return | 12.00% | -1.38%+13.4pp | 850.99%-839.0pp | -9.96%+22.0pp |
| Employer contribution / active EE | $10,105 | $2,430+315.8% | $3,631+178.3% | $2,111+378.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |