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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 | $984 | $70,366-98.6% | $66,674-98.5% | $138,895-99.3% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.7%+10.9pp | 79.9%+4.7pp |
| Annual return | 23.74% | 386.41%-362.7pp | 321.24%-297.5pp | 145.39%-121.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $272 | $4,374-93.8% | $4,084-93.3% | $6,396-95.7% |
| Admin fee / account holder | $35 | $5,262-99.3% | $5,098-99.3% | $12,562-99.7% |