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 | $396,305-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 7.88% | 10.20%-2.3pp | 78.99%-71.1pp | 10.20%-2.3pp |
| Employer contribution / active EE | $4,754 | $15,145-68.6% | $29,717-84.0% | $15,145-68.6% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $224-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $3,725-100.0% | - |