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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 | $209,157 | $129,737+61.2% | $119,126+75.6% | $154,746+35.2% |
| Participation rate | 82.6% | 78.9%+3.8pp | 75.8%+6.8pp | 80.7%+1.9pp |
| Annual return | 16.73% | 379.08%-362.4pp | 282.11%-265.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $14,928 | $4,375+241.2% | $4,034+270.1% | $4,379+240.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |