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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 | $67,499 | $202,342-66.6% | $172,752-60.9% | $152,897-55.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.66% | 1029.83%-1009.2pp | 802.97%-782.3pp | 345.43%-324.8pp |
| Employer contribution / active EE | $10,200 | $5,858+74.1% | $5,144+98.3% | $4,764+114.1% |
| Participant deferral / active EE | $371 | $5,948-93.8% | $5,198-92.9% | $5,851-93.7% |
| Admin fee / account holder | $4 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |