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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 | $4,367 | $159,934-97.3% | $147,005-97.0% | $145,959-97.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 25.18% | 98.24%-73.1pp | 418.76%-393.6pp | 561.95%-536.8pp |
| Employer contribution / active EE | $1,396 | $5,287-73.6% | $4,934-71.7% | $4,661-70.1% |
| Participant deferral / active EE | $1,750 | $8,427-79.2% | $8,070-78.3% | $6,689-73.8% |
| Admin fee / account holder | $59 | $15,053-99.6% | $13,006-99.5% | $13,398-99.6% |