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 | $54,117-8.4% | $135,768-63.5% | $65,306-24.1% |
| Participation rate | 100.0% | 48.7%+51.3pp | 71.1%+28.9pp | 57.7%+42.3pp |
| Annual return | 10.35% | 21.76%-11.4pp | 526.10%-515.7pp | 21.94%-11.6pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $3,394-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $6,030 | $2,395+151.8% | $3,977+51.6% | $2,959+103.8% |
| Admin fee / account holder | $24 | $4,541-99.5% | $7,048-99.7% | $3,480-99.3% |