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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 | $77,784 | $150,447-48.3% | $136,298-42.9% | $147,586-47.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.15% | 1049.15%-1029.0pp | 5156.27%-5136.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $4,555 | $5,256-13.3% | $4,696-3.0% | $4,876-6.6% |
| Participant deferral / active EE | $394 | $6,631-94.1% | $6,247-93.7% | $5,439-92.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |