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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 | $1,789 | $138,114-98.7% | $125,391-98.6% | $134,545-98.7% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,352 | $5,246-74.2% | $4,816-71.9% | $4,742-71.5% |
| Participant deferral / active EE | $1,515 | $7,801-80.6% | $7,448-79.7% | $6,401-76.3% |
| Admin fee / account holder | $68 | $11,570-99.4% | $10,009-99.3% | $11,431-99.4% |