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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 | $2,185 | $125,778-98.3% | $114,563-98.1% | $154,746-98.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 14.83% | 295.14%-280.3pp | 241.09%-226.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $147 | $4,445-96.7% | $4,142-96.5% | $6,730-97.8% |
| Admin fee / account holder | $9 | $8,190-99.9% | $7,623-99.9% | $14,365-99.9% |