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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 | $1,691 | $165,381-99.0% | $149,730-98.9% | $158,966-98.9% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 22.87% | 348.29%-325.4pp | 276.70%-253.8pp | 302.95%-280.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $371 | $7,182-94.8% | $6,843-94.6% | $5,983-93.8% |
| Admin fee / account holder | $5 | $10,809-100.0% | $9,310-99.9% | $11,250-100.0% |