Filed September 18, 2025
Total covered: 4 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,748 | $67,396+86.6% | $60,919+106.4% | $134,545-6.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.86% | 50.12%-67.0pp | 16.96%-33.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $12,450 | $3,101+301.5% | $2,704+360.5% | $4,742+162.6% |
| Participant deferral / active EE | $12,290 | $4,534+171.0% | $3,814+222.2% | $6,401+92.0% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |