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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 | $219,537 | $202,342+8.5% | $172,753+27.1% | $152,909+43.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.55% | 1029.88%-1014.3pp | 803.00%-787.4pp | 345.46%-329.9pp |
| Employer contribution / active EE | $4,807 | $5,857-17.9% | $5,144-6.5% | $4,764+0.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |