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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 | $112,680 | $106,008+6.3% | $92,240+22.2% | $147,586-23.7% |
| Participation rate | 95.7% | 80.4%+15.2pp | 76.5%+19.2pp | 82.8%+12.8pp |
| Annual return | 8444.83% | 50.05%+8394.8pp | 176.29%+8268.5pp | 578.59%+7866.2pp |
| Employer contribution / active EE | $4,969 | $4,333+14.7% | $3,680+35.0% | $4,876+1.9% |
| Participant deferral / active EE | $504 | $4,478-88.7% | $3,897-87.1% | $5,439-90.7% |
| Admin fee / account holder | $4 | $6,333-99.9% | $5,194-99.9% | $10,886-100.0% |