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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 | $1,440 | $162,529-99.1% | $130,788-98.9% | $154,746-99.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 16.91% | 510.48%-493.6pp | 386.44%-369.5pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $455 | $4,808-90.5% | $4,137-89.0% | $6,730-93.2% |
| Admin fee / account holder | $206 | $7,669-97.3% | $6,673-96.9% | $14,365-98.6% |