Filed May 27, 2026
Total covered: 2 employees
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,081 | $202,342-97.0% | $172,753-96.5% | $152,909-96.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.05% | 1029.88%-1004.8pp | 803.00%-778.0pp | 345.46%-320.4pp |
| Employer contribution / active EE | $1,753 | $5,857-70.1% | $5,144-65.9% | $4,764-63.2% |
| Participant deferral / active EE | $3,754 | $5,948-36.9% | $5,198-27.8% | $5,851-35.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |