Filed June 2, 2026 (most recent of 2 filings on file)
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Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $294,129 | $72,303+306.8% | $86,698+239.3% | $64,824+353.7% |
| Participation rate | 87.0% | 80.4%+6.6pp | 76.6%+10.4pp | 71.5%+15.5pp |
| Annual return | 11.14% | 392.77%-381.6pp | 35.96%-24.8pp | 32.84%-21.7pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |