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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 | $1,298 | $181,062-99.3% | $158,223-99.2% | $155,188-99.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 17.94% | 57.39%-39.4pp | 52.09%-34.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $478 | $6,134-92.2% | $5,467-91.2% | $6,531-92.7% |
| Admin fee / account holder | $132 | $18,825-99.3% | $16,047-99.2% | $14,480-99.1% |