Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 1,542 employees
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $96,302-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -1.34% | 3.11%-4.5pp | -2.90%+1.6pp | 3.11%-4.5pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $27,990-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $137-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $519-100.0% | - |