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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 | $50,177 | $175,231-71.4% | $149,696-66.5% | $139,466-64.0% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 23.89% | 166.77%-142.9pp | 134.46%-110.6pp | 373.66%-349.8pp |
| Employer contribution / active EE | $3,658 | $5,478-33.2% | $4,821-24.1% | $4,754-23.0% |
| Participant deferral / active EE | $1,568 | $6,521-76.0% | $5,682-72.4% | $6,712-76.6% |
| Admin fee / account holder | $2 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |