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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 | $12,560 | $138,114-90.9% | $125,391-90.0% | $134,545-90.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2557.41% | 750.88%+1806.5pp | 572.41%+1985.0pp | 418.37%+2139.0pp |
| Employer contribution / active EE | $1,437 | $5,246-72.6% | $4,816-70.2% | $4,742-69.7% |
| Participant deferral / active EE | $1,796 | $7,801-77.0% | $7,448-75.9% | $6,401-71.9% |
| Admin fee / account holder | $12 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |