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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 | $75,696 | $90,607-16.5% | $79,467-4.7% | $135,380-44.1% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | 26.68% | 977.74%-951.1pp | 718.30%-691.6pp | 519.81%-493.1pp |
| Employer contribution / active EE | $154 | $3,068-95.0% | $2,800-94.5% | $4,779-96.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4 | $5,895-99.9% | $5,104-99.9% | $10,828-100.0% |