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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 | $32,395 | $160,028-79.8% | $147,080-78.0% | $145,884-77.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.59% | 98.60%-88.0pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,317 | $5,286-75.1% | $4,933-73.3% | $4,662-71.8% |
| Participant deferral / active EE | $1,624 | $8,422-80.7% | $8,066-79.9% | $6,690-75.7% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |