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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 | $36,811 | $171,867-78.6% | $149,721-75.4% | $147,586-75.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 17.14% | 2113.36%-2096.2pp | 1501.67%-1484.5pp | 578.59%-561.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $77 | $7,270-98.9% | $6,568-98.8% | $5,439-98.6% |
| Admin fee / account holder | $11 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |