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 | $57,821-100.0% | $169,917-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.3%-10.3pp | 5.5%-5.5pp |
| Annual return | 8.74% | 5.86%+2.9pp | 7.98%+0.8pp | 5.86%+2.9pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $23,724-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $53-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $636-100.0% | $387-100.0% |