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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 | $19,140 | $138,076-86.1% | $123,553-84.5% | $135,380-85.9% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -8.17% | 153.70%-161.9pp | 119.21%-127.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,475 | $5,152-71.4% | $4,628-68.1% | $4,779-69.1% |
| Participant deferral / active EE | $1,513 | $6,800-77.7% | $6,426-76.4% | $5,609-73.0% |
| Admin fee / account holder | $245 | $10,917-97.8% | $9,284-97.4% | $10,828-97.7% |