Filed October 13, 2025 (most recent of 16 filings on file)
Total covered: 42 employees
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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 | $780,071 | $66,650+1070.4% | $92,916+739.5% | $67,584+1054.2% |
| Participation rate | 99.6% | 72.5%+27.1pp | 76.0%+23.6pp | 71.3%+28.3pp |
| Annual return | 19.17% | 92.64%-73.5pp | 109.45%-90.3pp | 378.59%-359.4pp |
| Employer contribution / active EE | $5,772 | $2,777+107.9% | $3,654+58.0% | $2,148+168.7% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |