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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 | $1,889 | $183,539-99.0% | $155,556-98.8% | $145,897-98.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.75% | 61.31%-45.6pp | 64.84%-49.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $860 | $6,467-86.7% | $5,631-84.7% | $6,689-87.1% |
| Admin fee / account holder | $289 | $19,275-98.5% | $15,885-98.2% | $13,390-97.8% |