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Annual investment return 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 | $97,929 | $96,361+1.6% | $80,607+21.5% | $139,456-29.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.68% | 1350.95%-1341.3pp | 936.11%-926.4pp | 373.45%-363.8pp |
| Employer contribution / active EE | $8,905 | $3,262+173.0% | $2,724+226.9% | $4,753+87.4% |
| Participant deferral / active EE | $6,100 | $5,232+16.6% | $4,448+37.2% | $6,711-9.1% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |