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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 | $1,616 | $148,629-98.9% | $135,982-98.8% | $139,487-98.8% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 29.09% | 79.33%-50.2pp | 68.32%-39.2pp | 373.84%-344.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,137 | $8,102-86.0% | $7,760-85.3% | $6,713-83.1% |
| Admin fee / account holder | $50 | $12,406-99.6% | $10,767-99.5% | $11,407-99.6% |