Filed September 18, 2025
Total covered: 4 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,592 | $76,368+225.5% | $67,681+267.3% | $154,746+60.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.36% | 1066.77%-1049.4pp | 590.58%-573.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $15,264 | $3,151+384.3% | $2,678+469.9% | $4,379+248.6% |
| Participant deferral / active EE | $16,457 | $4,824+241.2% | $3,976+314.0% | $6,730+144.5% |
| Admin fee / account holder | $15 | $8,559-99.8% | $6,100-99.8% | $14,365-99.9% |