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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 | $3,295 | $100,139-96.7% | $85,187-96.1% | $145,884-97.7% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 13.45% | 84.15%-70.7pp | 66.67%-53.2pp | 551.85%-538.4pp |
| Employer contribution / active EE | $550 | $3,238-83.0% | $2,732-79.9% | $4,662-88.2% |
| Participant deferral / active EE | $570 | $5,296-89.2% | $4,525-87.4% | $6,690-91.5% |
| Admin fee / account holder | $19 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |