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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 | $8,205 | $160,040-94.9% | $147,096-94.4% | $145,877-94.4% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 10.68% | 98.49%-87.8pp | 419.75%-409.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,428 | $8,429-83.1% | $8,071-82.3% | $6,691-78.7% |
| Admin fee / account holder | $24 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |