Filed June 1, 2026 (most recent of 5 filings on file)
Total covered: 54 employees
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,709 | $85,135-36.9% | $98,920-45.7% | $73,412-26.8% |
| Participation rate | 98.6% | 81.1%+17.5pp | 76.0%+22.6pp | 72.2%+26.5pp |
| Annual return | 0.01% | 19.14%-19.1pp | 196.47%-196.5pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,643-100.0% | $158-100.0% |