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 | $109,374 | $72,639+50.6% | $90,766+20.5% | $66,949+63.4% |
| Participation rate | 93.4% | 73.7%+19.7pp | 75.7%+17.7pp | 69.8%+23.6pp |
| Annual return | -12.94% | -12.28%-0.7pp | -12.16%-0.8pp | 1.57%-14.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $9 | $708-98.7% | $8,446-99.9% | $594-98.4% |