Filed June 15, 2026
Total covered: 14 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,839 | $88,087-38.9% | $164,866-67.3% | $74,546-27.8% |
| Participation rate | 99.3% | 73.1%+26.2pp | 78.6%+20.7pp | 67.2%+32.1pp |
| Annual return | 23.71% | 17.27%+6.4pp | 69.97%-46.3pp | 1366.03%-1342.3pp |
| Employer contribution / active EE | $6,094 | $2,595+134.8% | $4,343+40.3% | $2,624+132.2% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |