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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 | $11,397 | $138,078-91.7% | $125,363-90.9% | $134,509-91.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.99% | 750.49%-769.5pp | 572.15%-591.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $1,571 | $5,245-70.0% | $4,815-67.4% | $4,741-66.9% |
| Participant deferral / active EE | $1,818 | $7,800-76.7% | $7,447-75.6% | $6,400-71.6% |
| Admin fee / account holder | $101 | $11,566-99.1% | $10,005-99.0% | $11,427-99.1% |