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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 | $4,116 | $148,582-97.2% | $135,942-97.0% | $139,456-97.0% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 21.88% | 79.26%-57.4pp | 68.28%-46.4pp | 373.45%-351.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $973 | $8,101-88.0% | $7,759-87.5% | $6,711-85.5% |
| Admin fee / account holder | $24 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |