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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 | $2,321 | $132,634-98.2% | $115,768-98.0% | $137,256-98.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 18.40% | 160.70%-142.3pp | 100.46%-82.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $794 | $5,619-85.9% | $4,917-83.8% | $6,407-87.6% |
| Admin fee / account holder | $90 | $15,028-99.4% | $12,439-99.3% | $12,270-99.3% |