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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 | $7,316 | $150,447-95.1% | $136,298-94.6% | $147,586-95.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 26.17% | 1049.15%-1023.0pp | 5156.27%-5130.1pp | 578.59%-552.4pp |
| Employer contribution / active EE | $1,357 | $5,256-74.2% | $4,696-71.1% | $4,876-72.2% |
| Participant deferral / active EE | $1,671 | $6,631-74.8% | $6,247-73.3% | $5,439-69.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |