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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 | $14,773 | $217,427-93.2% | $185,837-92.1% | $167,518-91.2% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 17.47% | 148.39%-130.9pp | 122.08%-104.6pp | 478.71%-461.2pp |
| Employer contribution / active EE | $1,352 | $5,874-77.0% | $5,168-73.8% | $4,838-72.1% |
| Participant deferral / active EE | $856 | $6,357-86.5% | $5,568-84.6% | $6,342-86.5% |
| Admin fee / account holder | $12 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |