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 | $885,541 | $76,774+1053.4% | $112,270+688.8% | $77,906+1036.7% |
| Participation rate | 99.6% | 80.2%+19.5pp | 75.1%+24.6pp | 73.7%+25.9pp |
| Annual return | 12.15% | -10.25%+22.4pp | 27.49%-15.3pp | 12.16%0pp |
| Employer contribution / active EE | $12,653 | $3,977+218.2% | $3,635+248.0% | $2,846+344.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $239-100.0% | $6,411-100.0% | $133-100.0% |