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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 | $5,760 | $208,088-97.2% | $186,193-96.9% | $154,746-96.3% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.1%+11.8pp | 80.7%+8.2pp |
| Annual return | 21.78% | 89.97%-68.2pp | 78.03%-56.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,096 | $7,078-84.5% | $6,513-83.2% | $6,730-83.7% |
| Admin fee / account holder | $21 | $11,698-99.8% | $11,058-99.8% | $14,365-99.9% |