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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 | $1,365 | $183,627-99.3% | $155,602-99.1% | $145,978-99.1% |
| Participation rate | 87.0% | 82.7%+4.3pp | 78.2%+8.8pp | 80.3%+6.7pp |
| Annual return | 23.86% | 61.32%-37.5pp | 64.81%-41.0pp | 550.52%-526.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $907 | $6,466-86.0% | $5,629-83.9% | $6,690-86.4% |
| Admin fee / account holder | $168 | $19,327-99.1% | $15,923-98.9% | $13,400-98.7% |