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 | $218,302 | $125,797+73.5% | $170,043+28.4% | $75,173+190.4% |
| Participation rate | 86.4% | 83.6%+2.8pp | 87.0%-0.6pp | 67.2%+19.2pp |
| Annual return | 5.34% | 27.20%-21.9pp | 53.40%-48.1pp | 160.72%-155.4pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1 | $8,177-100.0% | $12,824-100.0% | $5,651-100.0% |