Filed January 23, 2026 (most recent of 8 filings on file)
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,399 | $79,523+52.7% | $140,019-13.3% | $56,289+115.7% |
| Participation rate | 85.4% | 85.7%-0.3pp | 87.5%-2.1pp | 69.9%+15.6pp |
| Annual return | 1.10% | 2.39%-1.3pp | 651.17%-650.1pp | -9.96%+11.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $614-99.8% | $10,705-100.0% | $521-99.8% |