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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 | $10,260 | $88,672-88.4% | $105,223-90.2% | $82,448-87.6% |
| Participation rate | 78.1% | 67.9%+10.2pp | 75.0%+3.1pp | 68.1%+10.1pp |
| Annual return | 3070.56% | 30.86%+3039.7pp | 180.65%+2889.9pp | 41.64%+3028.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,307 | $4,036-67.6% | $5,072-74.2% | $4,139-68.4% |
| Admin fee / account holder | $103 | $7,146-98.6% | $8,859-98.8% | $7,234-98.6% |