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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 | $23,635 | $209,425-88.7% | $178,499-86.8% | $158,966-85.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.75% | 188.80%-174.0pp | 151.10%-136.4pp | 302.95%-288.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $981 | $5,955-83.5% | $5,202-81.1% | $5,983-83.6% |
| Admin fee / account holder | $214 | $17,078-98.7% | $13,986-98.5% | $11,250-98.1% |