Filed February 10, 2026 (most recent of 2 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,023 | $65,712-72.6% | $57,196-68.5% | $273,973-93.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.04% | 22.01%-17.0pp | 14.59%-9.6pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12 | $4,838-99.8% | $3,141-99.6% | $10,133-99.9% |