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 | $28,595 | $48,570-41.1% | $130,660-78.1% | $72,976-60.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 5.31% | 38.63%-33.3pp | 1709.29%-1704.0pp | 81.02%-75.7pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,106 | $2,384+156.2% | $3,603+69.5% | $3,608+69.2% |
| Admin fee / account holder | $190 | $3,549-94.6% | $5,463-96.5% | $5,124-96.3% |