Filed February 20, 2026
Total covered: 8 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,583 | $94,529-68.7% | $140,019-78.9% | $64,173-53.9% |
| Participation rate | 91.9% | 84.1%+7.8pp | 87.5%+4.4pp | 69.6%+22.3pp |
| Annual return | 19.54% | 7.77%+11.8pp | 651.17%-631.6pp | 7.63%+11.9pp |
| Employer contribution / active EE | $1,231 | $3,812-67.7% | $5,605-78.0% | $2,381-48.3% |
| Participant deferral / active EE | $2,299 | $5,250-56.2% | $6,927-66.8% | $3,470-33.7% |
| Admin fee / account holder | $75 | $6,741-98.9% | $10,705-99.3% | $4,887-98.5% |