Filed February 1, 2021 (most recent of 2 filings on file)
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,650 | $227,291+67.0% | $214,702+76.8% | $155,188+144.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.22% | 60.08%-45.9pp | 54.55%-40.3pp | 148.84%-134.6pp |
| Employer contribution / active EE | $8,871 | $6,772+31.0% | $6,461+37.3% | $4,248+108.8% |
| Participant deferral / active EE | $20,118 | $9,582+110.0% | $9,147+119.9% | $6,531+208.0% |
| Admin fee / account holder | $84 | $20,413-99.6% | $19,830-99.6% | $14,480-99.4% |