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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 | $2,534 | $172,111-98.5% | $150,298-98.3% | $137,256-98.2% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 29.84% | 69.37%-39.5pp | 62.79%-33.0pp | 220.34%-190.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $989 | $6,166-84.0% | $5,453-81.9% | $6,407-84.6% |
| Admin fee / account holder | $27 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |