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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 | $4,995 | $152,592-96.7% | $125,180-96.0% | $152,885-96.7% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 39.51% | 54.84%-15.3pp | 43.79%-4.3pp | 345.39%-305.9pp |
| Employer contribution / active EE | $1,067 | $4,947-78.4% | $3,866-72.4% | $4,763-77.6% |
| Participant deferral / active EE | $1,241 | $5,868-78.8% | $4,937-74.9% | $5,851-78.8% |
| Admin fee / account holder | $10 | $13,435-99.9% | $9,703-99.9% | $11,598-99.9% |