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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 | $30,391 | $202,342-85.0% | $172,752-82.4% | $152,897-80.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.99% | 1029.83%-1007.8pp | 802.97%-781.0pp | 345.43%-323.4pp |
| Employer contribution / active EE | $4,495 | $5,858-23.3% | $5,144-12.6% | $4,764-5.6% |
| Participant deferral / active EE | $1,757 | $5,948-70.5% | $5,198-66.2% | $5,851-70.0% |
| Admin fee / account holder | $136 | $17,111-99.2% | $13,955-99.0% | $11,599-98.8% |