Filed October 6, 2025 (most recent of 2 filings on file)
Total covered: 7 employees
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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $376,963 | $100,895+273.6% | $90,430+316.9% | $158,950+137.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.81% | 1725.54%-1709.7pp | 1293.73%-1277.9pp | 302.91%-287.1pp |
| Employer contribution / active EE | $8,955 | $3,689+142.8% | $3,262+174.5% | $4,762+88.1% |
| Participant deferral / active EE | $15,659 | $4,347+260.2% | $3,963+295.2% | $5,983+161.7% |
| Admin fee / account holder | $20 | $6,505-99.7% | $5,613-99.6% | $11,248-99.8% |