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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 | $134,824 | $202,342-33.4% | $172,753-22.0% | $152,909-11.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.88% | 1029.88%-1005.0pp | 803.00%-778.1pp | 345.46%-320.6pp |
| Employer contribution / active EE | $2,141 | $5,857-63.5% | $5,144-58.4% | $4,764-55.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |