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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 | $99,776 | $150,447-33.7% | $136,298-26.8% | $147,586-32.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.39% | 1049.15%-1023.8pp | 5156.27%-5130.9pp | 578.59%-553.2pp |
| Employer contribution / active EE | $22,608 | $5,256+330.1% | $4,696+381.5% | $4,876+363.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $52 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |