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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 | $168,638 | $162,812+3.6% | $133,971+25.9% | $158,966+6.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.20% | 41.94%-27.7pp | 45.09%-30.9pp | 302.95%-288.7pp |
| Employer contribution / active EE | $2,930 | $4,976-41.1% | $3,919-25.2% | $4,762-38.5% |
| Participant deferral / active EE | $625 | $5,910-89.4% | $5,047-87.6% | $5,983-89.6% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |