Filed April 1, 2025 (most recent of 2 filings on file)
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,159 | $153,769-62.8% | $133,975-57.3% | $273,972-79.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | -1.92% | 36.51%-38.4pp | 29.29%-31.2pp | 41.46%-43.4pp |
| Employer contribution / active EE | $5,482 | $6,029-9.1% | $5,211+5.2% | $4,869+12.6% |
| Participant deferral / active EE | $1,538 | $6,958-77.9% | $6,282-75.5% | $5,287-70.9% |
| Admin fee / account holder | $149 | $11,765-98.7% | $9,324-98.4% | $10,133-98.5% |