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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 | $2,182 | $180,749-98.8% | $160,784-98.6% | $137,256-98.4% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 22.71% | 2234.46%-2211.8pp | 1803.92%-1781.2pp | 220.34%-197.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $879 | $6,844-87.2% | $6,293-86.0% | $6,407-86.3% |
| Admin fee / account holder | $286 | $10,397-97.2% | $9,717-97.1% | $12,270-97.7% |