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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 | $2,686 | $175,231-98.5% | $149,696-98.2% | $139,466-98.1% |
| Participation rate | 86.4% | 83.4%+3.0pp | 78.8%+7.6pp | 80.3%+6.0pp |
| Annual return | 34.20% | 166.77%-132.6pp | 134.46%-100.3pp | 373.66%-339.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,632 | $6,521-75.0% | $5,682-71.3% | $6,712-75.7% |
| Admin fee / account holder | $122 | $16,155-99.2% | $13,212-99.1% | $11,409-98.9% |