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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 | $1,898 | $185,883-99.0% | $170,043-98.9% | $139,466-98.6% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 38.89% | 60.54%-21.6pp | 53.40%-14.5pp | 373.66%-334.8pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,282 | $11,626-89.0% | $10,410-87.7% | $6,712-80.9% |
| Admin fee / account holder | $70 | $15,393-99.5% | $12,824-99.5% | $11,409-99.4% |