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 | $10,778 | $209,422-94.9% | $178,503-94.0% | $158,982-93.2% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 17.85% | 188.81%-171.0pp | 151.12%-133.3pp | 302.99%-285.1pp |
| Employer contribution / active EE | $2,167 | $5,707-62.0% | $5,011-56.8% | $4,763-54.5% |
| Participant deferral / active EE | $4,066 | $5,955-31.7% | $5,202-21.8% | $5,983-32.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |