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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 | $8,731 | $173,526-95.0% | $136,072-93.6% | $145,884-94.0% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.4%+9.3pp | 80.3%+5.4pp |
| Annual return | 19.52% | 1167.12%-1147.6pp | 580.46%-560.9pp | 551.85%-532.3pp |
| Employer contribution / active EE | $957 | $5,285-81.9% | $4,216-77.3% | $4,662-79.5% |
| Participant deferral / active EE | $1,521 | $8,711-82.5% | $7,028-78.4% | $6,690-77.3% |
| Admin fee / account holder | $266 | $9,665-97.3% | $6,718-96.0% | $13,392-98.0% |