Filed September 18, 2025
Total covered: 4 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,576 | $69,518+27.4% | $59,883+47.9% | $135,377-34.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.87% | 7.95%-7.1pp | 3.46%-2.6pp | 519.75%-518.9pp |
| Employer contribution / active EE | $8,409 | $3,235+160.0% | $2,722+208.9% | $4,779+76.0% |
| Participant deferral / active EE | $8,602 | $4,204+104.6% | $3,402+152.9% | $5,609+53.4% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |