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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 | $16,354 | $176,077-90.7% | $159,455-89.7% | $167,518-90.2% |
| Participation rate | 73.3% | 84.9%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 13.47% | 331.83%-318.4pp | 263.63%-250.2pp | 478.71%-465.2pp |
| Employer contribution / active EE | $982 | $5,298-81.5% | $4,830-79.7% | $4,838-79.7% |
| Participant deferral / active EE | $1,165 | $7,751-85.0% | $7,353-84.2% | $6,342-81.6% |
| Admin fee / account holder | $134 | $12,556-98.9% | $10,800-98.8% | $12,312-98.9% |