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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 | $1,564 | $183,539-99.1% | $155,556-99.0% | $145,897-98.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 10.68% | 61.31%-50.6pp | 64.84%-54.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $714 | $6,467-89.0% | $5,631-87.3% | $6,689-89.3% |
| Admin fee / account holder | $88 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |