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 | $52,581-5.7% | $130,788-62.1% | $64,340-22.9% |
| Participation rate | 100.0% | 46.5%+53.5pp | 70.1%+29.9pp | 55.2%+44.8pp |
| Annual return | 10.35% | 20.39%-10.0pp | 386.44%-376.1pp | 24.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,031-100.0% | $3,558-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $6,030 | $2,200+174.1% | $4,137+45.8% | $2,980+102.3% |
| Admin fee / account holder | $24 | $4,583-99.5% | $6,673-99.6% | $3,703-99.4% |