Filed May 5, 2026
Total covered: 2 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,239-100.0% | $70,462-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 69.6%-69.6pp |
| Annual return | 14.29% | 30.08%-15.8pp | 109.08%-94.8pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,054 | $2,100-49.8% | $2,737-61.5% | $2,471-57.3% |
| Participant deferral / active EE | $7,365 | $2,769+166.0% | $3,710+98.5% | $3,740+96.9% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |