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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 | $3,047 | $183,516-98.3% | $155,534-98.0% | $145,884-97.9% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 13.08% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $974 | $6,467-84.9% | $5,630-82.7% | $6,690-85.4% |
| Admin fee / account holder | $33 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |