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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 | $79,891 | $150,447-46.9% | $136,298-41.4% | $147,586-45.9% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 13.08% | 1049.15%-1036.1pp | 5156.27%-5143.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $3,571 | $5,256-32.1% | $4,696-23.9% | $4,876-26.8% |
| Participant deferral / active EE | $1,098 | $6,631-83.4% | $6,247-82.4% | $5,439-79.8% |
| Admin fee / account holder | $172 | $10,906-98.4% | $9,244-98.1% | $10,886-98.4% |