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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 | $4,172 | $183,627-97.7% | $155,602-97.3% | $145,978-97.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.77% | 61.32%-38.5pp | 64.81%-42.0pp | 550.52%-527.8pp |
| Employer contribution / active EE | $1,294 | $5,316-75.7% | $4,675-72.3% | $4,662-72.2% |
| Participant deferral / active EE | $1,388 | $6,466-78.5% | $5,629-75.3% | $6,690-79.3% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |