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 | $26,288 | $57,976-54.7% | $63,018-58.3% | $62,293-57.8% |
| Participation rate | 99.0% | 75.9%+23.1pp | 74.8%+24.2pp | 69.5%+29.5pp |
| Annual return | 11.16% | 17.54%-6.4pp | 87.62%-76.5pp | 28.90%-17.7pp |
| Employer contribution / active EE | $3,204 | $2,415+32.7% | $2,761+16.1% | $2,042+56.9% |
| Participant deferral / active EE | $3,166 | $2,956+7.1% | $3,330-4.9% | $3,169-0.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |