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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 | $111,535+87.5% | $105,223+98.8% | $137,256+52.4% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.0%+7.6pp | 80.0%+2.6pp |
| Annual return | 16.73% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $14,928 | $3,939+278.9% | $3,689+304.7% | $4,156+259.2% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |