Filed March 10, 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 | $504,896 | $102,661+391.8% | $151,628+233.0% | $66,930+654.4% |
| Participation rate | 98.0% | 85.5%+12.4pp | 87.5%+10.5pp | 69.8%+28.2pp |
| Annual return | 25.70% | -10.81%+36.5pp | 3.34%+22.4pp | 1.57%+24.1pp |
| Employer contribution / active EE | $6,997 | $4,184+67.2% | $6,165+13.5% | $2,545+174.9% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $7 | $630-98.8% | $11,613-99.9% | $593-98.7% |