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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 | $13,098 | $138,075-90.5% | $123,552-89.4% | $135,379-90.3% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -8.43% | 153.70%-162.1pp | 119.20%-127.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $1,035 | $5,152-79.9% | $4,628-77.6% | $4,779-78.4% |
| Participant deferral / active EE | $1,410 | $6,800-79.3% | $6,426-78.1% | $5,609-74.9% |
| Admin fee / account holder | $9 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |