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 | $291,480 | $64,176+354.2% | $112,249+159.7% | $66,938+335.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -0.44% | -13.80%+13.4pp | 27.48%-27.9pp | 1.58%-2.0pp |
| Employer contribution / active EE | $10,590 | $3,007+252.2% | $3,636+191.3% | $2,545+316.1% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |