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 | $15,043 | $217,432-93.1% | $185,851-91.9% | $167,553-91.0% |
| Participation rate | 86.7% | 86.1%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 11.51% | 148.43%-136.9pp | 122.11%-110.6pp | 478.89%-467.4pp |
| Employer contribution / active EE | $2,008 | $5,874-65.8% | $5,168-61.1% | $4,840-58.5% |
| Participant deferral / active EE | $3,425 | $6,357-46.1% | $5,569-38.5% | $6,343-46.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |