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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 | $73,250 | $181,896-59.7% | $156,551-53.2% | $273,972-73.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 276.04% | 30.74%+245.3pp | 32.23%+243.8pp | 41.46%+234.6pp |
| Employer contribution / active EE | $6,277 | $6,248+0.5% | $5,501+14.1% | $4,869+28.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $30 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |