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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 | $2,315 | $202,460-98.9% | $169,385-98.6% | $139,456-98.3% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 28.93% | 532.07%-503.1pp | 405.82%-376.9pp | 373.45%-344.5pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $814 | $6,938-88.3% | $6,221-86.9% | $6,711-87.9% |
| Admin fee / account holder | $117 | $10,719-98.9% | $9,011-98.7% | $11,407-99.0% |