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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 | $5,023 | $180,749-97.2% | $160,784-96.9% | $137,256-96.3% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 23.34% | 2234.46%-2211.1pp | 1803.92%-1780.6pp | 220.34%-197.0pp |
| Employer contribution / active EE | $864 | $4,155-79.2% | $3,733-76.9% | $4,156-79.2% |
| Participant deferral / active EE | $1,124 | $6,844-83.6% | $6,293-82.1% | $6,407-82.5% |
| Admin fee / account holder | $1 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |