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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 | $1,606 | $106,267-98.5% | $96,520-98.3% | $139,456-98.8% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 14.84% | 38.45%-23.6pp | 35.72%-20.9pp | 373.45%-358.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,328 | $5,454-75.7% | $4,879-72.8% | $6,711-80.2% |
| Admin fee / account holder | $64 | $7,882-99.2% | $6,733-99.0% | $11,407-99.4% |