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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 | $5,992 | $176,077-96.6% | $159,455-96.2% | $167,518-96.4% |
| Participation rate | 73.3% | 84.9%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 18.35% | 331.83%-313.5pp | 263.63%-245.3pp | 478.71%-460.4pp |
| Employer contribution / active EE | $1,845 | $5,298-65.2% | $4,830-61.8% | $4,838-61.9% |
| Participant deferral / active EE | $2,093 | $7,751-73.0% | $7,353-71.5% | $6,342-67.0% |
| Admin fee / account holder | $48 | $12,556-99.6% | $10,800-99.6% | $12,312-99.6% |