Filed September 18, 2025
Total covered: 4 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,013 | $49,255+145.7% | $70,494+71.7% | $79,856+51.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.98% | 30.10%-11.1pp | 109.16%-90.2pp | 31.71%-12.7pp |
| Employer contribution / active EE | $5,882 | $2,100+180.1% | $2,738+114.8% | $2,471+138.0% |
| Participant deferral / active EE | $5,952 | $2,768+115.0% | $3,711+60.4% | $3,741+59.1% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |