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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,162 | $99,011-49.3% | $86,582-42.1% | $147,586-66.0% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 19.56% | 1312.75%-1293.2pp | 965.08%-945.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $3,560 | $3,132+13.6% | $2,839+25.4% | $4,876-27.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $42 | $5,709-99.3% | $4,904-99.1% | $10,886-99.6% |