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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 | $173,885 | $168,636+3.1% | $147,617+17.8% | $125,393+38.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 7.34% | 77.65%-70.3pp | 61.98%-54.6pp | 282.23%-274.9pp |
| Employer contribution / active EE | $26,500 | $6,252+323.8% | $5,565+376.2% | $4,866+444.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |