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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 | $14,987 | $198,457-92.4% | $170,435-91.2% | $147,586-89.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.42% | 257.30%-243.9pp | 205.94%-192.5pp | 578.59%-565.2pp |
| Employer contribution / active EE | $4,084 | $6,183-34.0% | $5,432-24.8% | $4,876-16.3% |
| Participant deferral / active EE | $669 | $5,629-88.1% | $4,939-86.5% | $5,439-87.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |