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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 | $119,322 | $171,867-30.6% | $149,718-20.3% | $147,585-19.2% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 11.54% | 2113.36%-2101.8pp | 1501.70%-1490.2pp | 578.57%-567.0pp |
| Employer contribution / active EE | $2,018 | $6,275-67.8% | $5,444-62.9% | $4,876-58.6% |
| Participant deferral / active EE | $2,018 | $7,270-72.2% | $6,568-69.3% | $5,439-62.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |