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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 | $5,121 | $148,629-96.6% | $135,982-96.2% | $139,487-96.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 38.94% | 79.33%-40.4pp | 68.32%-29.4pp | 373.84%-334.9pp |
| Employer contribution / active EE | $1,536 | $5,247-70.7% | $4,859-68.4% | $4,755-67.7% |
| Participant deferral / active EE | $2,205 | $8,102-72.8% | $7,760-71.6% | $6,713-67.1% |
| Admin fee / account holder | $8 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |