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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 | $61,102 | $171,867-64.4% | $149,716-59.2% | $147,585-58.6% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 18.79% | 2113.36%-2094.6pp | 1501.67%-1482.9pp | 578.58%-559.8pp |
| Employer contribution / active EE | $1,999 | $6,275-68.1% | $5,444-63.3% | $4,876-59.0% |
| Participant deferral / active EE | $2,498 | $7,270-65.6% | $6,568-62.0% | $5,439-54.1% |
| Admin fee / account holder | $117 | $13,799-99.1% | $11,282-99.0% | $10,886-98.9% |