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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 | $134,817+55.1% | $123,973+68.7% | $155,188+34.8% |
| Participation rate | 82.6% | 79.4%+3.2pp | 76.7%+6.0pp | 80.8%+1.8pp |
| Annual return | 16.73% | 515.49%-498.8pp | 388.13%-371.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $14,928 | $4,425+237.4% | $4,126+261.8% | $4,248+251.4% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |