Filed May 19, 2025 (most recent of 6 filings on file)
Total covered: 2 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 10.79% | 12.98%-2.2pp | 14.64%-3.8pp | 13.59%-2.8pp |
| Employer contribution / active EE | $34,935 | $16,363+113.5% | $41,831-16.5% | $14,592+139.4% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |