Filed July 29, 2025 (most recent of 3 filings on file)
Total covered: 11 employees
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | -3.60% | 3.08%-6.7pp | 4.07%-7.7pp | 4.56%-8.2pp |
| Employer contribution / active EE | $8,000 | $13,461-40.6% | $45,149-82.3% | $15,526-48.5% |
| Participant deferral / active EE | $0 | $34-100.0% | $92-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |