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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 | $33,091 | $165,361-80.0% | $149,715-77.9% | $158,950-79.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.30% | 348.24%-334.9pp | 276.66%-263.4pp | 302.91%-289.6pp |
| Employer contribution / active EE | $3,417 | $5,103-33.0% | $4,645-26.4% | $4,762-28.2% |
| Participant deferral / active EE | $908 | $7,182-87.4% | $6,842-86.7% | $5,983-84.8% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |