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 | $300,714 | $77,670+287.2% | $109,163+175.5% | $79,393+278.8% |
| Participation rate | 97.0% | 67.8%+29.2pp | 75.9%+21.2pp | 70.7%+26.3pp |
| Annual return | 14.32% | 23.44%-9.1pp | 25.75%-11.4pp | 116.87%-102.5pp |
| Employer contribution / active EE | $12,232 | $2,798+337.1% | $3,723+228.6% | $2,428+403.9% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,754-100.0% | $627-100.0% |