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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 | $6,991 | $183,516-96.2% | $155,534-95.5% | $145,884-95.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 37.64% | 61.43%-23.8pp | 64.92%-27.3pp | 551.85%-514.2pp |
| Employer contribution / active EE | $2,865 | $5,315-46.1% | $4,675-38.7% | $4,662-38.6% |
| Participant deferral / active EE | $469 | $6,467-92.7% | $5,630-91.7% | $6,690-93.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |