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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 | $5,042 | $183,592-97.3% | $155,574-96.8% | $145,877-96.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.61% | 61.37%-48.8pp | 64.87%-52.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,065 | $5,317-80.0% | $4,676-77.2% | $4,663-77.2% |
| Participant deferral / active EE | $1,359 | $6,466-79.0% | $5,629-75.9% | $6,691-79.7% |
| Admin fee / account holder | $16 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |