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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 | $56,342 | $180,459-68.8% | $154,108-63.4% | $135,380-58.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.41% | 888.21%-889.6pp | 735.21%-736.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $7,828 | $6,035+29.7% | $5,298+47.8% | $4,779+63.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |