Filed July 7, 2022 (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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,558 | $197,637-58.2% | $177,848-53.6% | $158,982-48.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 37.35% | 58.77%-21.4pp | 48.33%-11.0pp | 302.99%-265.6pp |
| Employer contribution / active EE | $3,344 | $6,698-50.1% | $5,919-43.5% | $4,763-29.8% |
| Participant deferral / active EE | $8,427 | $8,405+0.3% | $7,714+9.2% | $5,983+40.8% |
| Admin fee / account holder | $2 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |