Filed December 19, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,071 | $65,118-43.1% | $76,768-51.7% | $55,727-33.5% |
| Participation rate | 99.6% | 79.6%+20.0pp | 77.0%+22.6pp | 70.9%+28.7pp |
| Annual return | 8.09% | -1.27%+9.4pp | 2.43%+5.7pp | 244.94%-236.8pp |
| Employer contribution / active EE | $1,478 | $1,941-23.9% | $2,485-40.5% | $2,078-28.9% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $77 | $116-33.7% | $6,676-98.8% | $115-33.3% |