Filed October 6, 2025 (most recent of 2 filings on file)
Total covered: 7 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,344 | $99,031+96.2% | $86,597+124.4% | $147,585+31.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.14% | 1312.56%-1294.4pp | 964.96%-946.8pp | 578.57%-560.4pp |
| Employer contribution / active EE | $8,789 | $3,132+180.6% | $2,840+209.5% | $4,876+80.2% |
| Participant deferral / active EE | $11,822 | $3,972+197.6% | $3,609+227.6% | $5,439+117.4% |
| Admin fee / account holder | $20 | $5,711-99.6% | $4,906-99.6% | $10,885-99.8% |