Filed January 26, 2026 (most recent of 12 filings on file)
Total covered: 36 employees
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Employer contribution per participant 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 | $0 | $0 | $362,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.3%-20.3pp | 0.0%0pp |
| Annual return | 7.88% | 10.08%-2.2pp | 64.23%-56.4pp | 10.08%-2.2pp |
| Employer contribution / active EE | $4,754 | $15,414-69.2% | $31,311-84.8% | $15,414-69.2% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $251-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $354,836-100.0% | - |