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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 | $6,185 | $162,136-96.2% | $152,301-95.9% | $154,746-96.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 35.26% | 91.02%-55.8pp | 80.50%-45.2pp | 172.34%-137.1pp |
| Employer contribution / active EE | $2,504 | $4,890-48.8% | $4,624-45.9% | $4,379-42.8% |
| Participant deferral / active EE | $2,504 | $8,341-70.0% | $8,004-68.7% | $6,730-62.8% |
| Admin fee / account holder | $22 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |