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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 | $11,926 | $135,645-91.2% | $110,243-89.2% | $135,380-91.2% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -8.44% | 513.24%-521.7pp | 314.76%-323.2pp | 519.81%-528.2pp |
| Employer contribution / active EE | $978 | $4,907-80.1% | $3,827-74.4% | $4,779-79.5% |
| Participant deferral / active EE | $1,045 | $5,507-81.0% | $4,672-77.6% | $5,609-81.4% |
| Admin fee / account holder | $17 | $11,458-99.9% | $8,548-99.8% | $10,828-99.8% |