Filed April 22, 2026
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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 | $103,765 | $227,989-54.5% | $115,038-9.8% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 81.4%+18.6pp | - |
| Annual return | 33.77% | -2.26%+36.0pp | 26.14%+7.6pp | - |
| Employer contribution / active EE | $0 | $2,554-100.0% | $4,608-100.0% | - |
| Participant deferral / active EE | $0 | $4,560-100.0% | $6,026-100.0% | - |
| Admin fee / account holder | $0 | $24,406-100.0% | $8,175-100.0% | - |