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 | $745,235 | $81,719+812.0% | $101,275+635.9% | $90,274+725.5% |
| Participation rate | 99.2% | 80.7%+18.4pp | 75.8%+23.4pp | 73.4%+25.8pp |
| Annual return | 13.94% | 337.64%-323.7pp | 46.46%-32.5pp | 53.97%-40.0pp |
| Employer contribution / active EE | $4,133 | $3,622+14.1% | $3,660+12.9% | $2,523+63.8% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $5,948-100.0% | $114-100.0% |