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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 | $33,482 | $88,702-62.3% | $81,780-59.1% | $145,978-77.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 15.72% | 1029.12%-1013.4pp | 776.27%-760.5pp | 550.52%-534.8pp |
| Employer contribution / active EE | $2,337 | $3,084-24.2% | $2,914-19.8% | $4,662-49.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |