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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 | $1,620 | $141,004-98.9% | $112,273-98.6% | $139,466-98.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 32.42% | 32.75%-0.3pp | 30.23%+2.2pp | 373.66%-341.2pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $707 | $5,878-88.0% | $4,800-85.3% | $6,712-89.5% |
| Admin fee / account holder | $19 | $9,959-99.8% | $7,752-99.8% | $11,409-99.8% |