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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 | $69,935 | $183,592-61.9% | $155,574-55.0% | $145,877-52.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 15.05% | 61.37%-46.3pp | 64.87%-49.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,600 | $5,317-51.1% | $4,676-44.4% | $4,663-44.2% |
| Participant deferral / active EE | $1,430 | $6,466-77.9% | $5,629-74.6% | $6,691-78.6% |
| Admin fee / account holder | $14 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |