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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 | $10,599 | $202,342-94.8% | $172,752-93.9% | $152,897-93.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.29% | 1029.83%-1003.5pp | 802.97%-776.7pp | 345.43%-319.1pp |
| Employer contribution / active EE | $1,393 | $5,858-76.2% | $5,144-72.9% | $4,764-70.8% |
| Participant deferral / active EE | $1,616 | $5,948-72.8% | $5,198-68.9% | $5,851-72.4% |
| Admin fee / account holder | $42 | $17,111-99.8% | $13,955-99.7% | $11,599-99.6% |