Filed October 31, 2025
Total covered: 8 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,207 | $57,976-13.4% | $63,005-20.3% | $62,293-19.4% |
| Participation rate | 88.2% | 75.9%+12.3pp | 74.8%+13.4pp | 69.5%+18.7pp |
| Annual return | 11.70% | 17.54%-5.8pp | 87.59%-75.9pp | 28.90%-17.2pp |
| Employer contribution / active EE | $1,297 | $2,415-46.3% | $2,760-53.0% | $2,042-36.5% |
| Participant deferral / active EE | $1,835 | $2,956-37.9% | $3,329-44.9% | $3,169-42.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,599-100.0% | $479-100.0% |