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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 | $1,784 | $148,623-98.8% | $135,974-98.7% | $139,466-98.7% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 37.35% | 79.30%-42.0pp | 68.30%-31.0pp | 373.66%-336.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,393 | $8,103-82.8% | $7,760-82.1% | $6,712-79.2% |
| Admin fee / account holder | $172 | $12,406-98.6% | $10,767-98.4% | $11,409-98.5% |