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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 | $182,204 | $160,028+13.9% | $147,080+23.9% | $145,884+24.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.63% | 98.60%-90.0pp | 420.17%-411.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $7,001 | $5,286+32.5% | $4,933+41.9% | $4,662+50.2% |
| Participant deferral / active EE | $9,340 | $8,422+10.9% | $8,066+15.8% | $6,690+39.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |