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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 | $23,244 | $183,627-87.3% | $155,602-85.1% | $145,978-84.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.31% | 61.32%-49.0pp | 64.81%-52.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $5,857 | $5,316+10.2% | $4,675+25.3% | $4,662+25.6% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |