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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 | $1,354 | $73,955-98.2% | $96,520-98.6% | $75,181-98.2% |
| Participation rate | 84.6% | 66.4%+18.2pp | 74.3%+10.3pp | 67.2%+17.4pp |
| Annual return | 67.77% | 26.72%+41.1pp | 35.72%+32.1pp | 160.69%-92.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $960 | $3,659-73.8% | $4,879-80.3% | $4,126-76.7% |
| Admin fee / account holder | $62 | $5,217-98.8% | $6,733-99.1% | $5,650-98.9% |