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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 | $1,793 | $183,539-99.0% | $155,556-98.8% | $145,897-98.8% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 13.56% | 61.31%-47.7pp | 64.84%-51.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,394 | $6,467-78.4% | $5,631-75.2% | $6,689-79.2% |
| Admin fee / account holder | $83 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |