Filed November 26, 2025 (most recent of 4 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,105 | $85,092-9.4% | $70,589+9.2% | $139,500-44.7% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.4%-68.4pp | 80.3%-80.3pp |
| Annual return | 12.79% | 30.40%-17.6pp | 32.80%-20.0pp | 373.99%-361.2pp |
| Employer contribution / active EE | $0 | $3,914-100.0% | $2,977-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $4,569-100.0% | $6,713-100.0% |
| Admin fee / account holder | $17 | $8,935-99.8% | $6,430-99.7% | $11,410-99.9% |