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 | $82,972+269.3% | $103,374+196.4% | $77,671+294.5% |
| Participation rate | 94.7% | 71.5%+23.1pp | 74.5%+20.2pp | 70.6%+24.1pp |
| Annual return | 12.94% | 19.14%-6.2pp | 24.89%-11.9pp | 31.21%-18.3pp |
| Employer contribution / active EE | $20,355 | $3,554+472.7% | $3,869+426.1% | $2,726+646.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |