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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 | $191,758 | $162,136+18.3% | $152,301+25.9% | $154,746+23.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 19.88% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $17,215 | $4,890+252.0% | $4,624+272.3% | $4,379+293.1% |
| Participant deferral / active EE | $1,298 | $8,341-84.4% | $8,004-83.8% | $6,730-80.7% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |