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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 | $714 | $111,878-99.4% | $93,727-99.2% | $145,897-99.5% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 10.73% | 204.28%-193.5pp | 133.83%-123.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $432 | $4,920-91.2% | $4,417-90.2% | $6,689-93.5% |
| Admin fee / account holder | $72 | $10,256-99.3% | $8,292-99.1% | $13,390-99.5% |