Filed January 9, 2026 (most recent of 2 filings on file)
Total covered: 91 employees
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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 | $93,065 | $104,336-10.8% | $159,474-41.6% | $86,821+7.2% |
| Participation rate | 98.6% | 77.7%+20.9pp | 82.8%+15.7pp | 72.3%+26.3pp |
| Annual return | 44.47% | 26.32%+18.1pp | 263.68%-219.2pp | 97.94%-53.5pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |