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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 | $8,530 | $148,623-94.3% | $135,974-93.7% | $139,466-93.9% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 4356.31% | 79.30%+4277.0pp | 68.30%+4288.0pp | 373.66%+3982.6pp |
| Employer contribution / active EE | $1,606 | $5,246-69.4% | $4,859-67.0% | $4,754-66.2% |
| Participant deferral / active EE | $2,290 | $8,103-71.7% | $7,760-70.5% | $6,712-65.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |