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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 | $3,304 | $100,139-96.7% | $85,187-96.1% | $145,884-97.7% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.4pp |
| Annual return | 13.93% | 84.15%-70.2pp | 66.67%-52.7pp | 551.85%-537.9pp |
| Employer contribution / active EE | $453 | $3,238-86.0% | $2,732-83.4% | $4,662-90.3% |
| Participant deferral / active EE | $810 | $5,296-84.7% | $4,525-82.1% | $6,690-87.9% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |