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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,956 | $41,377+6.2% | $109,313-59.8% | $62,881-30.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | -1.74% | 11.05%-12.8pp | 22.07%-23.8pp | 20.14%-21.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,092 | $2,045+246.8% | $3,166+124.0% | $3,203+121.4% |
| Admin fee / account holder | $197 | $2,884-93.2% | $5,666-96.5% | $4,296-95.4% |