Filed January 6, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,580 | $58,408-15.1% | $180,320-72.5% | $69,733-28.9% |
| Participation rate | 100.0% | 54.2%+45.8pp | 71.5%+28.5pp | 62.5%+37.5pp |
| Annual return | 10.35% | 15.02%-4.7pp | 778.54%-768.2pp | 15.22%-4.9pp |
| Employer contribution / active EE | $0 | $1,159-100.0% | $4,108-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $6,030 | $2,723+121.5% | $4,304+40.1% | $3,054+97.4% |
| Admin fee / account holder | $24 | $4,205-99.4% | $10,000-99.8% | $3,102-99.2% |