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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 | $60,167 | $202,345-70.3% | $172,755-65.2% | $152,885-60.6% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 1353.48% | 1029.77%+323.7pp | 802.94%+550.5pp | 345.39%+1008.1pp |
| Employer contribution / active EE | $11,176 | $5,858+90.8% | $5,144+117.3% | $4,763+134.6% |
| Participant deferral / active EE | $1,309 | $5,948-78.0% | $5,198-74.8% | $5,851-77.6% |
| Admin fee / account holder | $160 | $17,111-99.1% | $13,955-98.9% | $11,598-98.6% |