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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 | $3,056 | $175,259-98.3% | $149,723-98.0% | $139,487-97.8% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 110.61% | 166.82%-56.2pp | 134.50%-23.9pp | 373.84%-263.2pp |
| Employer contribution / active EE | $1,274 | $5,478-76.8% | $4,821-73.6% | $4,755-73.2% |
| Participant deferral / active EE | $1,405 | $6,522-78.5% | $5,682-75.3% | $6,713-79.1% |
| Admin fee / account holder | $123 | $16,158-99.2% | $13,215-99.1% | $11,407-98.9% |