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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 | $43,796 | $202,342-78.4% | $172,753-74.6% | $152,909-71.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 27.06% | 1029.88%-1002.8pp | 803.00%-775.9pp | 345.46%-318.4pp |
| Employer contribution / active EE | $11,617 | $5,857+98.3% | $5,144+125.8% | $4,764+143.9% |
| Participant deferral / active EE | $2,004 | $5,948-66.3% | $5,198-61.4% | $5,851-65.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |