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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 | $1,618 | $172,111-99.1% | $150,298-98.9% | $137,256-98.8% |
| Participation rate | 95.7% | 81.7%+13.9pp | 77.8%+17.9pp | 80.0%+15.7pp |
| Annual return | 27.99% | 69.37%-41.4pp | 62.79%-34.8pp | 220.34%-192.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $891 | $6,166-85.5% | $5,453-83.7% | $6,407-86.1% |
| Admin fee / account holder | $155 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |