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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 | $110,106 | $183,627-40.0% | $155,602-29.2% | $145,978-24.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 46.32% | 61.32%-15.0pp | 64.81%-18.5pp | 550.52%-504.2pp |
| Employer contribution / active EE | $6,818 | $5,316+28.3% | $4,675+45.8% | $4,662+46.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $267 | $19,327-98.6% | $15,923-98.3% | $13,400-98.0% |