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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 | $1,463 | $94,749-98.5% | $112,899-98.7% | $139,466-99.0% |
| Participation rate | 80.0% | 81.3%-1.3pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 981.40% | 40.92%+940.5pp | 34.11%+947.3pp | 373.66%+607.7pp |
| Employer contribution / active EE | $0 | $4,630-100.0% | $4,566-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,178 | $6,517-81.9% | $6,516-81.9% | $6,712-82.5% |
| Admin fee / account holder | $147 | $8,530-98.3% | $7,047-97.9% | $11,409-98.7% |