Filed January 21, 2026
Total covered: 2 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 | $25,429 | $52,467-51.5% | $57,196-55.5% | $55,167-53.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 0.46% | 7.72%-7.3pp | 14.59%-14.1pp | 169.23%-168.8pp |
| Employer contribution / active EE | $3,124 | $2,477+26.1% | $2,683+16.4% | $1,963+59.2% |
| Participant deferral / active EE | $3,215 | $2,830+13.6% | $3,096+3.8% | $3,054+5.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |