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 | $815,267 | $88,770+818.4% | $109,191+646.6% | $93,010+776.5% |
| Participation rate | 99.0% | 81.5%+17.5pp | 75.9%+23.1pp | 73.9%+25.1pp |
| Annual return | 12.42% | 60.64%-48.2pp | 25.76%-13.3pp | 158.70%-146.3pp |
| Employer contribution / active EE | $15,126 | $3,780+300.2% | $3,723+306.3% | $2,705+459.1% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $6,756-100.0% | $152-100.0% |