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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 | $2,745 | $115,917-97.6% | $100,535-97.3% | $158,982-98.3% |
| Participation rate | 95.5% | 81.6%+13.9pp | 79.4%+16.0pp | 82.0%+13.5pp |
| Annual return | 30.43% | 34.80%-4.4pp | 30.90%-0.5pp | 302.99%-272.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,584 | $6,677-76.3% | $6,271-74.7% | $5,983-73.5% |
| Admin fee / account holder | $36 | $11,002-99.7% | $8,085-99.6% | $11,252-99.7% |