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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 | $5,503 | $107,368-94.9% | $92,915-94.1% | $152,909-96.4% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 493.32% | 145.64%+347.7pp | 109.45%+383.9pp | 345.46%+147.9pp |
| Employer contribution / active EE | $5,160 | $4,222+22.2% | $3,653+41.2% | $4,764+8.3% |
| Participant deferral / active EE | $432 | $4,848-91.1% | $4,238-89.8% | $5,851-92.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |