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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 | $24,405 | $202,345-87.9% | $172,755-85.9% | $152,885-84.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 14.50% | 1029.77%-1015.3pp | 802.94%-788.4pp | 345.39%-330.9pp |
| Employer contribution / active EE | $3,928 | $5,858-32.9% | $5,144-23.6% | $4,763-17.5% |
| Participant deferral / active EE | $638 | $5,948-89.3% | $5,198-87.7% | $5,851-89.1% |
| Admin fee / account holder | $102 | $17,111-99.4% | $13,955-99.3% | $11,598-99.1% |