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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 | $23,080 | $171,867-86.6% | $149,721-84.6% | $147,586-84.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 271.41% | 2113.36%-1842.0pp | 1501.67%-1230.3pp | 578.59%-307.2pp |
| Employer contribution / active EE | $2,121 | $6,275-66.2% | $5,444-61.0% | $4,876-56.5% |
| Participant deferral / active EE | $1,020 | $7,270-86.0% | $6,568-84.5% | $5,439-81.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |