Filed January 22, 2026 (most recent of 4 filings on file)
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,823-100.0% | $56,546-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 50.6%-50.6pp | 44.5%-44.5pp |
| Annual return | 3.59% | -10.39%+14.0pp | -11.22%+14.8pp | -14.65%+18.2pp |
| Employer contribution / active EE | $26,138 | $40,078-34.8% | $32,882-20.5% | $46,321-43.6% |
| Participant deferral / active EE | $0 | $405-100.0% | $579-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,766-100.0% | $1,473-100.0% | $14,582-100.0% |