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 | $1,139,841 | $105,028+985.3% | $107,187+963.4% | $100,573+1033.3% |
| Participation rate | 99.2% | 81.2%+18.0pp | 75.0%+24.2pp | 70.9%+28.3pp |
| Annual return | 19.40% | 10.61%+8.8pp | 204.55%-185.1pp | 18.89%+0.5pp |
| Employer contribution / active EE | $14,253 | $5,641+152.7% | $3,782+276.8% | $3,763+278.7% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $0 | $355-100.0% | $9,162-100.0% | $454-100.0% |