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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 | $7,974 | $159,978-95.0% | $147,041-94.6% | $145,978-94.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.99% | 98.36%-85.4pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,898 | $8,429-77.5% | $8,071-76.5% | $6,690-71.6% |
| Admin fee / account holder | $107 | $15,053-99.3% | $13,006-99.2% | $13,400-99.2% |