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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,228 | $137,414+37.7% | $189,537-0.2% | $85,847+120.4% |
| Participation rate | 94.4% | 84.6%+9.8pp | 87.8%+6.6pp | 69.3%+25.1pp |
| Annual return | 13.48% | 38.14%-24.7pp | 555.34%-541.9pp | 318.61%-305.1pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,048-100.0% | $6,261-100.0% |