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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 | $9,584 | $180,749-94.7% | $160,784-94.0% | $137,256-93.0% |
| Participation rate | 72.7% | 80.0%-7.2pp | 77.0%-4.2pp | 80.0%-7.2pp |
| Annual return | 24.26% | 2234.46%-2210.2pp | 1803.92%-1779.7pp | 220.34%-196.1pp |
| Employer contribution / active EE | $582 | $4,155-86.0% | $3,733-84.4% | $4,156-86.0% |
| Participant deferral / active EE | $904 | $6,844-86.8% | $6,293-85.6% | $6,407-85.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |