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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 | $21,821 | $202,345-89.2% | $172,755-87.4% | $152,885-85.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 15.29% | 1029.77%-1014.5pp | 802.94%-787.6pp | 345.39%-330.1pp |
| Employer contribution / active EE | $2,583 | $5,858-55.9% | $5,144-49.8% | $4,763-45.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $80 | $17,111-99.5% | $13,955-99.4% | $11,598-99.3% |