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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 | $1,777 | $202,342-99.1% | $172,752-99.0% | $152,897-98.8% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 22.79% | 1029.83%-1007.0pp | 802.97%-780.2pp | 345.43%-322.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $347 | $5,948-94.2% | $5,198-93.3% | $5,851-94.1% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |