Filed January 23, 2026 (most recent of 8 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $248,451 | $138,393+79.5% | $184,256+34.8% | $80,959+206.9% |
| Participation rate | 84.5% | 83.9%+0.6pp | 86.8%-2.3pp | 67.7%+16.8pp |
| Annual return | 10.43% | 20.01%-9.6pp | 28.85%-18.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |