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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 | $3,666 | $175,231-97.9% | $149,696-97.6% | $139,466-97.4% |
| Participation rate | 95.2% | 83.4%+11.8pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 29.18% | 166.77%-137.6pp | 134.46%-105.3pp | 373.66%-344.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,757 | $6,521-73.1% | $5,682-69.1% | $6,712-73.8% |
| Admin fee / account holder | $152 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |