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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 | $100,305 | $150,447-33.3% | $136,298-26.4% | $147,586-32.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.08% | 1049.15%-1023.1pp | 5156.27%-5130.2pp | 578.59%-552.5pp |
| Employer contribution / active EE | $14,993 | $5,256+185.2% | $4,696+219.3% | $4,876+207.5% |
| Participant deferral / active EE | $480 | $6,631-92.8% | $6,247-92.3% | $5,439-91.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |