Filed August 18, 2025
Total covered: 2 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,063 | $87,834+110.7% | $133,975+38.1% | $62,881+194.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 14.51% | 12.05%+2.5pp | 29.29%-14.8pp | 20.14%-5.6pp |
| Employer contribution / active EE | $5,508 | $3,482+58.2% | $5,211+5.7% | $2,281+141.5% |
| Participant deferral / active EE | $12,749 | $4,812+165.0% | $6,282+102.9% | $3,203+298.0% |
| Admin fee / account holder | $206 | $5,372-96.2% | $9,324-97.8% | $4,296-95.2% |