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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 | $1,520 | $70,366-97.8% | $66,674-97.7% | $138,895-98.9% |
| Participation rate | 81.0% | 76.2%+4.8pp | 73.7%+7.3pp | 79.9%+1.0pp |
| Annual return | 26.49% | 386.41%-359.9pp | 321.24%-294.7pp | 145.39%-118.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $440 | $4,374-89.9% | $4,084-89.2% | $6,396-93.1% |
| Admin fee / account holder | $10 | $5,262-99.8% | $5,098-99.8% | $12,562-99.9% |