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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 | $8,732 | $176,077-95.0% | $159,455-94.5% | $167,518-94.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.82% | 331.83%-312.0pp | 263.63%-243.8pp | 478.71%-458.9pp |
| Employer contribution / active EE | $1,396 | $5,298-73.7% | $4,830-71.1% | $4,838-71.1% |
| Participant deferral / active EE | $2,187 | $7,751-71.8% | $7,353-70.3% | $6,342-65.5% |
| Admin fee / account holder | $36 | $12,556-99.7% | $10,800-99.7% | $12,312-99.7% |