Filed June 1, 2026 (most recent of 5 filings on file)
Total covered: 54 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 | $42,237 | $65,223-35.2% | $80,022-47.2% | $55,725-24.2% |
| Participation rate | 98.9% | 80.6%+18.3pp | 75.8%+23.0pp | 70.9%+28.0pp |
| Annual return | -1.42% | 7.59%-9.0pp | 11.22%-12.6pp | 244.93%-246.4pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |