Filed June 15, 2026
Total covered: 14 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,524 | $83,045-50.0% | $130,045-68.1% | $71,511-41.9% |
| Participation rate | 99.3% | 74.1%+25.1pp | 78.5%+20.8pp | 67.9%+31.3pp |
| Annual return | 8.22% | 20.61%-12.4pp | -137.30%+145.5pp | 28.86%-20.6pp |
| Employer contribution / active EE | $6,376 | $2,623+143.1% | $4,321+47.5% | $2,589+146.3% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,600-100.0% | $1,588-100.0% |