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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 | $4,430 | $180,749-97.5% | $160,784-97.2% | $137,256-96.8% |
| Participation rate | 72.7% | 80.0%-7.2pp | 77.0%-4.2pp | 80.0%-7.2pp |
| Annual return | 25.86% | 2234.46%-2208.6pp | 1803.92%-1778.1pp | 220.34%-194.5pp |
| Employer contribution / active EE | $788 | $4,155-81.0% | $3,733-78.9% | $4,156-81.0% |
| Participant deferral / active EE | $803 | $6,844-88.3% | $6,293-87.2% | $6,407-87.5% |
| Admin fee / account holder | $123 | $10,397-98.8% | $9,717-98.7% | $12,270-99.0% |