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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 | $6,358 | $180,749-96.5% | $160,784-96.0% | $137,256-95.4% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 26.55% | 2234.46%-2207.9pp | 1803.92%-1777.4pp | 220.34%-193.8pp |
| Employer contribution / active EE | $613 | $4,155-85.3% | $3,733-83.6% | $4,156-85.3% |
| Participant deferral / active EE | $869 | $6,844-87.3% | $6,293-86.2% | $6,407-86.4% |
| Admin fee / account holder | $2 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |