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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 | $8,781 | $100,868-91.3% | $90,414-90.3% | $158,931-94.5% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.7%+9.7pp | 82.0%+0.4pp |
| Annual return | 16.48% | 1724.58%-1708.1pp | 1293.19%-1276.7pp | 302.86%-286.4pp |
| Employer contribution / active EE | $737 | $3,689-80.0% | $3,262-77.4% | $4,761-84.5% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $49 | $6,502-99.2% | $5,611-99.1% | $11,247-99.6% |