Filed June 15, 2026
Total covered: 14 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,617 | $93,182-59.6% | $146,643-74.3% | $79,391-52.6% |
| Participation rate | 98.1% | 76.4%+21.7pp | 80.1%+18.1pp | 70.7%+27.4pp |
| Annual return | -0.07% | 21.61%-21.7pp | 22.75%-22.8pp | 116.88%-117.0pp |
| Employer contribution / active EE | $8,315 | $2,420+243.7% | $4,137+101.0% | $2,428+242.5% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $627-100.0% |