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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 | $6,501 | $217,432-97.0% | $185,849-96.5% | $167,536-96.1% |
| Participation rate | 95.0% | 86.1%+8.9pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 16.15% | 148.42%-132.3pp | 122.10%-105.9pp | 478.82%-462.7pp |
| Employer contribution / active EE | $3,520 | $5,875-40.1% | $5,169-31.9% | $4,839-27.3% |
| Participant deferral / active EE | $792 | $6,357-87.5% | $5,569-85.8% | $6,342-87.5% |
| Admin fee / account holder | $41 | $19,818-99.8% | $16,244-99.7% | $12,315-99.7% |