Filed September 18, 2025
Total covered: 4 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,592 | $68,097+265.1% | $62,929+295.0% | $137,256+81.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.36% | 1859.11%-1841.8pp | 1063.93%-1046.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $15,264 | $2,811+443.0% | $2,505+509.4% | $4,156+267.3% |
| Participant deferral / active EE | $16,457 | $4,553+261.5% | $3,888+323.3% | $6,407+156.9% |
| Admin fee / account holder | $15 | $6,521-99.8% | $5,065-99.7% | $12,270-99.9% |