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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 | $6,395 | $183,516-96.5% | $155,534-95.9% | $145,884-95.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.83% | 61.43%-40.6pp | 64.92%-44.1pp | 551.85%-531.0pp |
| Employer contribution / active EE | $1,187 | $5,315-77.7% | $4,675-74.6% | $4,662-74.5% |
| Participant deferral / active EE | $1,411 | $6,467-78.2% | $5,630-74.9% | $6,690-78.9% |
| Admin fee / account holder | $30 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |