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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 | $5,067 | $129,737-96.1% | $119,126-95.7% | $154,746-96.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 20.69% | 379.08%-358.4pp | 282.11%-261.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,510 | $5,842-74.2% | $5,318-71.6% | $6,730-77.6% |
| Admin fee / account holder | $19 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |