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 | $69,246 | $171,867-59.7% | $149,721-53.8% | $147,586-53.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 8.37% | 2113.36%-2105.0pp | 1501.67%-1493.3pp | 578.59%-570.2pp |
| Employer contribution / active EE | $5,763 | $6,275-8.1% | $5,444+5.9% | $4,876+18.2% |
| Participant deferral / active EE | $1,538 | $7,270-78.9% | $6,568-76.6% | $5,439-71.7% |
| Admin fee / account holder | $158 | $13,799-98.9% | $11,282-98.6% | $10,886-98.5% |