Filed April 21, 2026 (most recent of 4 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,592 | $165,939-79.8% | $122,354-72.5% | $147,586-77.2% |
| Participation rate | 10.0% | 79.6%-69.6pp | 71.6%-61.6pp | 82.8%-72.8pp |
| Annual return | 25.48% | 34.56%-9.1pp | 30.28%-4.8pp | 578.59%-553.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,653 | $4,005-58.7% | $3,287-49.7% | $5,439-69.6% |
| Admin fee / account holder | $17 | $7,425-99.8% | $5,479-99.7% | $10,886-99.8% |