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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 | $8,517 | $183,592-95.4% | $155,574-94.5% | $145,877-94.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.05% | 61.37%-43.3pp | 64.87%-46.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $1,847 | $5,317-65.3% | $4,676-60.5% | $4,663-60.4% |
| Participant deferral / active EE | $1,585 | $6,466-75.5% | $5,629-71.9% | $6,691-76.3% |
| Admin fee / account holder | $12 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |