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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 | $8,112 | $165,399-95.1% | $149,745-94.6% | $158,982-94.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.04% | 348.34%-319.3pp | 276.72%-247.7pp | 302.99%-273.9pp |
| Employer contribution / active EE | $970 | $5,105-81.0% | $4,646-79.1% | $4,763-79.6% |
| Participant deferral / active EE | $2,014 | $7,183-72.0% | $6,843-70.6% | $5,983-66.3% |
| Admin fee / account holder | $37 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |