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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.3%-47.3pp |
| Annual return | 13.14% | 10.98%+2.2pp | 18.06%-4.9pp | 12.16%+1.0pp |
| Employer contribution / active EE | $0 | $48,856-100.0% | $30,411-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |