Filed June 15, 2026
Total covered: 14 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,839 | $88,137-38.9% | $164,975-67.4% | $74,429-27.7% |
| Participation rate | 99.3% | 73.1%+26.2pp | 78.6%+20.7pp | 67.2%+32.1pp |
| Annual return | 23.71% | 17.13%+6.6pp | 70.12%-46.4pp | 1368.38%-1344.7pp |
| Employer contribution / active EE | $6,094 | $2,597+134.6% | $4,343+40.3% | $2,625+132.2% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |