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 | $310,416 | $93,010+233.7% | $96,538+221.5% | $74,473+316.8% |
| Participation rate | 93.9% | 71.6%+22.3pp | 74.3%+19.5pp | 70.7%+23.1pp |
| Annual return | 24.01% | 37.50%-13.5pp | 35.74%-11.7pp | 34.36%-10.3pp |
| Employer contribution / active EE | $19,911 | $3,427+481.0% | $3,740+432.3% | $2,638+654.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |