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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 | $1,167 | $178,174-99.3% | $156,181-99.3% | $137,256-99.1% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.8%+3.0pp | 80.0%+1.9pp |
| Annual return | 29.70% | 84.19%-54.5pp | 64.87%-35.2pp | 220.34%-190.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $754 | $6,888-89.1% | $6,132-87.7% | $6,407-88.2% |
| Admin fee / account holder | $113 | $17,404-99.4% | $14,586-99.2% | $12,270-99.1% |