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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 | $16,019 | $160,040-90.0% | $147,096-89.1% | $145,877-89.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 14.08% | 98.49%-84.4pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,104 | $8,429-75.0% | $8,071-73.9% | $6,691-68.6% |
| Admin fee / account holder | $65 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |