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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 | $3,365 | $165,399-98.0% | $149,745-97.8% | $158,982-97.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 136.13% | 348.34%-212.2pp | 276.72%-140.6pp | 302.99%-166.9pp |
| Employer contribution / active EE | $905 | $5,105-82.3% | $4,646-80.5% | $4,763-81.0% |
| Participant deferral / active EE | $940 | $7,183-86.9% | $6,843-86.3% | $5,983-84.3% |
| Admin fee / account holder | $6 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |