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 | $0 | $85,985-100.0% | $85,985-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 19.2%-19.2pp | 45.9%-45.9pp |
| Annual return | 15.86% | 15.47%+0.4pp | 14.20%+1.7pp | 10.21%+5.6pp |
| Employer contribution / active EE | $0 | $36,160-100.0% | $27,968-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $6,028-100.0% | $6,028-100.0% | $13,518-100.0% |