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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 | $148,623-98.1% | $135,974-97.9% | $139,466-98.0% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 45.29% | 79.30%-34.0pp | 68.30%-23.0pp | 373.66%-328.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,468 | $8,103-69.5% | $7,760-68.2% | $6,712-63.2% |
| Admin fee / account holder | $61 | $12,406-99.5% | $10,767-99.4% | $11,409-99.5% |