Filed May 5, 2026
Total covered: 2 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $48,337-100.0% | $67,560-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.7%-67.7pp |
| Annual return | 12.85% | 18.26%-5.4pp | 3533.50%-3520.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,916 | $2,023+44.2% | $2,737+6.6% | $2,757+5.8% |
| Participant deferral / active EE | $11,665 | $2,928+298.3% | $4,004+191.3% | $4,300+171.2% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |