Filed December 3, 2025
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Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $327,997 | $76,696+327.7% | $96,515+239.8% | $71,511+358.7% |
| Participation rate | 97.2% | 66.6%+30.6pp | 74.3%+22.8pp | 67.9%+29.2pp |
| Annual return | 14.22% | 48.32%-34.1pp | 35.73%-21.5pp | 28.86%-14.6pp |
| Employer contribution / active EE | $10,994 | $3,032+262.7% | $3,740+194.0% | $2,589+324.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |