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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 | $31,090 | $180,459-82.8% | $154,108-79.8% | $135,380-77.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1833.55% | 888.21%+945.3pp | 735.21%+1098.3pp | 519.81%+1313.7pp |
| Employer contribution / active EE | $1,703 | $6,035-71.8% | $5,298-67.9% | $4,779-64.4% |
| Participant deferral / active EE | $210 | $5,806-96.4% | $5,081-95.9% | $5,609-96.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |