Filed January 9, 2026 (most recent of 2 filings on file)
Total covered: 91 employees
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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 | $105,851 | $95,417+10.9% | $135,974-22.2% | $74,460+42.2% |
| Participation rate | 98.6% | 78.2%+20.4pp | 81.9%+16.7pp | 70.7%+27.8pp |
| Annual return | 15.34% | 32.76%-17.4pp | 68.30%-53.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |