Filed March 10, 2026
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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,821 | $74,089+314.1% | $133,975+129.0% | $55,167+456.2% |
| Participation rate | 99.3% | 84.3%+15.0pp | 87.1%+12.2pp | 69.0%+30.3pp |
| Annual return | 15.45% | 12.11%+3.3pp | 29.29%-13.8pp | 169.23%-153.8pp |
| Employer contribution / active EE | $5,816 | $3,064+89.8% | $5,211+11.6% | $1,963+196.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4 | $458-99.1% | $9,324-100.0% | $504-99.2% |