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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 | $1,947 | $166,242-98.8% | $165,071-98.8% | $145,884-98.7% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 19.17% | 100.44%-81.3pp | 70.17%-51.0pp | 551.85%-532.7pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $920 | $6,964-86.8% | $6,035-84.8% | $6,690-86.3% |
| Admin fee / account holder | $87 | $16,658-99.5% | $12,695-99.3% | $13,392-99.4% |