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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 | $192,947 | $150,447+28.2% | $136,298+41.6% | $147,586+30.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.44% | 1049.15%-1036.7pp | 5156.27%-5143.8pp | 578.59%-566.2pp |
| Employer contribution / active EE | $1,799 | $5,256-65.8% | $4,696-61.7% | $4,876-63.1% |
| Participant deferral / active EE | $817 | $6,631-87.7% | $6,247-86.9% | $5,439-85.0% |
| Admin fee / account holder | $13 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |