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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 | $185,447 | $183,592+1.0% | $155,567+19.2% | $145,959+27.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 143.69% | 61.24%+82.5pp | 64.74%+79.0pp | 561.95%-418.3pp |
| Employer contribution / active EE | $4,744 | $5,315-10.7% | $4,674+1.5% | $4,661+1.8% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $32 | $19,318-99.8% | $15,916-99.8% | $13,398-99.8% |