Filed December 3, 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 | $255,942 | $69,383+268.9% | $101,275+152.7% | $73,497+248.2% |
| Participation rate | 97.9% | 68.4%+29.5pp | 75.8%+22.1pp | 70.7%+27.2pp |
| Annual return | 25.28% | 18.46%+6.8pp | 46.48%-21.2pp | 28.51%-3.2pp |
| Employer contribution / active EE | $9,670 | $2,628+267.9% | $3,660+164.2% | $2,270+326.0% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |