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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 | $3,982 | $175,257-97.7% | $149,717-97.3% | $139,456-97.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.11% | 166.70%-146.6pp | 134.41%-114.3pp | 373.45%-353.3pp |
| Employer contribution / active EE | $2,291 | $5,477-58.2% | $4,820-52.5% | $4,753-51.8% |
| Participant deferral / active EE | $1,579 | $6,521-75.8% | $5,682-72.2% | $6,711-76.5% |
| Admin fee / account holder | $38 | $16,156-99.8% | $13,213-99.7% | $11,407-99.7% |