Filed April 30, 2026
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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 | $306,439 | $83,023+269.1% | $102,437+199.1% | $77,762+294.1% |
| Participation rate | 94.7% | 71.5%+23.1pp | 74.5%+20.2pp | 70.6%+24.1pp |
| Annual return | 12.94% | 19.12%-6.2pp | 24.95%-12.0pp | 31.27%-18.3pp |
| Employer contribution / active EE | $20,355 | $3,552+473.0% | $3,871+425.9% | $2,728+646.2% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |