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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 | $15,626 | $157,304-90.1% | $141,197-88.9% | $152,909-89.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 25.37% | 64.34%-39.0pp | 71.41%-46.0pp | 345.46%-320.1pp |
| Employer contribution / active EE | $1,425 | $5,263-72.9% | $4,736-69.9% | $4,764-70.1% |
| Participant deferral / active EE | $2,095 | $7,111-70.5% | $6,710-68.8% | $5,851-64.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |