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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 | $1,786 | $93,598-98.1% | $135,974-98.7% | $75,173-97.6% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 80.28% | 30.89%+49.4pp | 68.30%+12.0pp | 160.72%-80.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,644 | $6,405-74.3% | $7,760-78.8% | $4,126-60.2% |
| Admin fee / account holder | $68 | $6,978-99.0% | $10,767-99.4% | $5,651-98.8% |