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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 | $12,451 | $185,883-93.3% | $170,043-92.7% | $139,466-91.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.97% | 60.54%-27.6pp | 53.40%-20.4pp | 373.66%-340.7pp |
| Employer contribution / active EE | $2,892 | $7,596-61.9% | $6,790-57.4% | $4,754-39.2% |
| Participant deferral / active EE | $2,892 | $11,626-75.1% | $10,410-72.2% | $6,712-56.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |