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 | $15,512 | $167,353-90.7% | $143,797-89.2% | $134,545-88.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.12% | 0.48%-19.6pp | -0.04%-19.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $3,588 | $5,620-36.2% | $4,952-27.5% | $4,742-24.3% |
| Participant deferral / active EE | $4,263 | $6,447-33.9% | $5,638-24.4% | $6,401-33.4% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |