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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 | $2,801 | $148,582-98.1% | $135,942-97.9% | $139,456-98.0% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 45.29% | 79.26%-34.0pp | 68.28%-23.0pp | 373.45%-328.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,468 | $8,101-69.5% | $7,759-68.2% | $6,711-63.2% |
| Admin fee / account holder | $61 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |