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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 | $6,805 | $165,584-95.9% | $142,942-95.2% | $137,256-95.0% |
| Participation rate | 91.3% | 80.1%+11.2pp | 76.8%+14.5pp | 80.0%+11.3pp |
| Annual return | 29.17% | 164.22%-135.1pp | 113.70%-84.5pp | 220.34%-191.2pp |
| Employer contribution / active EE | $1,032 | $4,725-78.2% | $4,139-75.1% | $4,156-75.2% |
| Participant deferral / active EE | $1,682 | $8,194-79.5% | $7,128-76.4% | $6,407-73.7% |
| Admin fee / account holder | $20 | $16,167-99.9% | $12,475-99.8% | $12,270-99.8% |