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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 | $7,638 | $138,078-94.5% | $125,363-93.9% | $134,509-94.3% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -20.29% | 750.49%-770.8pp | 572.15%-592.4pp | 418.13%-438.4pp |
| Employer contribution / active EE | $982 | $5,245-81.3% | $4,815-79.6% | $4,741-79.3% |
| Participant deferral / active EE | $2,214 | $7,800-71.6% | $7,447-70.3% | $6,400-65.4% |
| Admin fee / account holder | $41 | $11,566-99.6% | $10,005-99.6% | $11,427-99.6% |