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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 | $1,476 | $175,259-99.2% | $149,723-99.0% | $139,487-98.9% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 31.53% | 166.82%-135.3pp | 134.50%-103.0pp | 373.84%-342.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,140 | $6,522-82.5% | $5,682-79.9% | $6,713-83.0% |
| Admin fee / account holder | $237 | $16,158-98.5% | $13,215-98.2% | $11,407-97.9% |