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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 | $12,297 | $160,070-92.3% | $147,117-91.6% | $145,897-91.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 21.55% | 98.69%-77.1pp | 420.54%-399.0pp | 552.29%-530.7pp |
| Employer contribution / active EE | $1,134 | $5,285-78.5% | $4,932-77.0% | $4,663-75.7% |
| Participant deferral / active EE | $1,326 | $8,419-84.3% | $8,065-83.6% | $6,689-80.2% |
| Admin fee / account holder | $16 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |