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 | $60,843 | $69,276-12.2% | $64,110-5.1% | $139,500-56.4% |
| Participation rate | 94.1% | 75.6%+18.5pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 21.13% | 46.00%-24.9pp | 33.75%-12.6pp | 373.99%-352.9pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,751-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,883-100.0% | $6,713-100.0% |
| Admin fee / account holder | $22 | $4,247-99.5% | $3,071-99.3% | $11,410-99.8% |