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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 | $3,116 | $166,089-98.1% | $164,928-98.1% | $145,978-97.9% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 13.03% | 100.26%-87.2pp | 70.08%-57.0pp | 550.52%-537.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,465 | $6,961-78.9% | $6,034-75.7% | $6,690-78.1% |
| Admin fee / account holder | $24 | $16,641-99.9% | $12,684-99.8% | $13,400-99.8% |