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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 | $34,450 | $202,345-83.0% | $172,755-80.1% | $152,885-77.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 17.33% | 1029.77%-1012.4pp | 802.94%-785.6pp | 345.39%-328.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $543 | $5,948-90.9% | $5,198-89.5% | $5,851-90.7% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,598-99.8% |