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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 | $5,154 | $129,737-96.0% | $119,126-95.7% | $154,746-96.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 32.93% | 379.08%-346.1pp | 282.11%-249.2pp | 172.34%-139.4pp |
| Employer contribution / active EE | $973 | $4,375-77.8% | $4,034-75.9% | $4,379-77.8% |
| Participant deferral / active EE | $1,295 | $5,842-77.8% | $5,318-75.6% | $6,730-80.8% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |