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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 | $25,805 | $202,342-87.2% | $172,753-85.1% | $152,909-83.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 23.34% | 1029.88%-1006.5pp | 803.00%-779.7pp | 345.46%-322.1pp |
| Employer contribution / active EE | $1,338 | $5,857-77.2% | $5,144-74.0% | $4,764-71.9% |
| Participant deferral / active EE | $2,065 | $5,948-65.3% | $5,198-60.3% | $5,851-64.7% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |