Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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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 | $93,307 | $138,366-32.6% | $184,185-49.3% | $80,911+15.3% |
| Participation rate | 95.2% | 83.9%+11.3pp | 86.8%+8.3pp | 67.6%+27.5pp |
| Annual return | 13.12% | 20.02%-6.9pp | 28.81%-15.7pp | 35.63%-22.5pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $10,484-100.0% | $13,909-100.0% | $6,935-100.0% |