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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 | $18,127 | $138,075-86.9% | $123,552-85.3% | $135,379-86.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.10% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $2,518 | $5,152-51.1% | $4,628-45.6% | $4,779-47.3% |
| Participant deferral / active EE | $1,806 | $6,800-73.4% | $6,426-71.9% | $5,609-67.8% |
| Admin fee / account holder | $10 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |