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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 | $24,938 | $185,883-86.6% | $170,043-85.3% | $139,466-82.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 2073.67% | 60.54%+2013.1pp | 53.40%+2020.3pp | 373.66%+1700.0pp |
| Employer contribution / active EE | $1,725 | $7,596-77.3% | $6,790-74.6% | $4,754-63.7% |
| Participant deferral / active EE | $2,389 | $11,626-79.5% | $10,410-77.1% | $6,712-64.4% |
| Admin fee / account holder | $31 | $15,393-99.8% | $12,824-99.8% | $11,409-99.7% |