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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 | $3,624 | $172,111-97.9% | $150,298-97.6% | $137,256-97.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 13.30% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $837 | $6,166-86.4% | $5,453-84.6% | $6,407-86.9% |
| Admin fee / account holder | $192 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |