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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 | $32,148 | $202,342-84.1% | $172,752-81.4% | $152,897-79.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 33.09% | 1029.83%-996.7pp | 802.97%-769.9pp | 345.43%-312.3pp |
| Employer contribution / active EE | $17,802 | $5,858+203.9% | $5,144+246.1% | $4,764+273.7% |
| Participant deferral / active EE | $708 | $5,948-88.1% | $5,198-86.4% | $5,851-87.9% |
| Admin fee / account holder | $30 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |