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Annual investment return 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 | $36,498 | $160,059-77.2% | $140,019-73.9% | $135,379-73.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -19.39% | 911.44%-930.8pp | 651.15%-670.5pp | 519.79%-539.2pp |
| Employer contribution / active EE | $12,125 | $6,420+88.9% | $5,605+116.3% | $4,779+153.7% |
| Participant deferral / active EE | $14,194 | $7,641+85.8% | $6,927+104.9% | $5,609+153.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |