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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 | $3,988 | $185,312-97.8% | $161,489-97.5% | $154,746-97.4% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.7%+16.8pp | 80.7%+14.8pp |
| Annual return | 14.87% | 103.84%-89.0pp | 89.72%-74.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $900 | $6,350-85.8% | $5,630-84.0% | $6,730-86.6% |
| Admin fee / account holder | $128 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |