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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 | $1,556 | $106,247-98.5% | $96,515-98.4% | $139,466-98.9% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 25.09% | 38.47%-13.4pp | 35.73%-10.6pp | 373.66%-348.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,073 | $5,456-80.3% | $4,880-78.0% | $6,712-84.0% |
| Admin fee / account holder | $9 | $7,885-99.9% | $6,735-99.9% | $11,409-99.9% |