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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 | $2,889 | $132,099-97.8% | $115,599-97.5% | $138,895-97.9% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.3%+21.2pp | 79.9%+15.5pp |
| Annual return | 22.63% | 176.76%-154.1pp | 111.10%-88.5pp | 145.39%-122.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,343 | $5,617-76.1% | $4,889-72.5% | $6,396-79.0% |
| Admin fee / account holder | $17 | $15,650-99.9% | $12,841-99.9% | $12,562-99.9% |