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 | $40,397 | $176,688-77.1% | $130,660-69.1% | $152,885-73.6% |
| Participation rate | 14.3% | 79.0%-64.7pp | 71.7%-57.5pp | 82.5%-68.2pp |
| Annual return | 9.38% | 2693.08%-2683.7pp | 1709.29%-1699.9pp | 345.39%-336.0pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,280 | $4,362-70.7% | $3,603-64.5% | $5,851-78.1% |
| Admin fee / account holder | $126 | $7,131-98.2% | $5,463-97.7% | $11,598-98.9% |