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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 | $6,601 | $107,368-93.9% | $92,915-92.9% | $152,909-95.7% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 25.83% | 145.64%-119.8pp | 109.45%-83.6pp | 345.46%-319.6pp |
| Employer contribution / active EE | $947 | $4,222-77.6% | $3,653-74.1% | $4,764-80.1% |
| Participant deferral / active EE | $1,120 | $4,848-76.9% | $4,238-73.6% | $5,851-80.9% |
| Admin fee / account holder | $52 | $7,082-99.3% | $5,796-99.1% | $11,601-99.5% |