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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 | $4,573 | $184,000-97.5% | $162,185-97.2% | $152,909-97.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 35.56% | 150.80%-115.2pp | 115.61%-80.1pp | 345.46%-309.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,689 | $8,033-66.5% | $7,297-63.2% | $5,851-54.1% |
| Admin fee / account holder | $43 | $13,124-99.7% | $10,844-99.6% | $11,601-99.6% |