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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 | $4,078 | $150,412-97.3% | $120,574-96.6% | $145,884-97.2% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+16.9pp | 80.3%+8.6pp |
| Annual return | 10.02% | 154.50%-144.5pp | 107.42%-97.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,038 | $6,175-83.2% | $4,996-79.2% | $6,690-84.5% |
| Admin fee / account holder | $6 | $12,224-100.0% | $9,445-99.9% | $13,392-100.0% |