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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 | $2,981 | $148,623-98.0% | $135,974-97.8% | $139,466-97.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 196.84% | 79.30%+117.5pp | 68.30%+128.5pp | 373.66%-176.8pp |
| Employer contribution / active EE | $1,706 | $5,246-67.5% | $4,859-64.9% | $4,754-64.1% |
| Participant deferral / active EE | $1,706 | $8,103-78.9% | $7,760-78.0% | $6,712-74.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |