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 | $264,545-100.0% | $186,774-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 55.8%-55.8pp | 55.9%-55.9pp |
| Annual return | 4.17% | 8.01%-3.8pp | 7.78%-3.6pp | 24.44%-20.3pp |
| Employer contribution / active EE | $9,567 | $41,524-77.0% | $32,517-70.6% | $41,344-76.9% |
| Participant deferral / active EE | $0 | $359-100.0% | $504-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,053-100.0% | $3,044-100.0% | $22,013-100.0% |