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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 | $1,603 | $202,440-99.2% | $169,390-99.1% | $139,466-98.9% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.2%+12.8pp | 80.3%+9.7pp |
| Annual return | 55.34% | 532.36%-477.0pp | 406.07%-350.7pp | 373.66%-318.3pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,197 | $6,940-82.8% | $6,222-80.8% | $6,712-82.2% |
| Admin fee / account holder | $102 | $10,722-99.0% | $9,015-98.9% | $11,409-99.1% |