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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,587 | $150,447-90.3% | $136,298-89.3% | $147,586-90.1% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 22.65% | 1049.15%-1026.5pp | 5156.27%-5133.6pp | 578.59%-555.9pp |
| Employer contribution / active EE | $1,451 | $5,256-72.4% | $4,696-69.1% | $4,876-70.2% |
| Participant deferral / active EE | $1,961 | $6,631-70.4% | $6,247-68.6% | $5,439-63.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |