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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 | $158,735 | $165,381-4.0% | $149,730+6.0% | $158,966-0.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.97% | 348.29%-333.3pp | 276.70%-261.7pp | 302.95%-288.0pp |
| Employer contribution / active EE | $4,741 | $5,104-7.1% | $4,645+2.1% | $4,762-0.5% |
| Participant deferral / active EE | $689 | $7,182-90.4% | $6,843-89.9% | $5,983-88.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |