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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 | $803 | $148,629-99.5% | $135,982-99.4% | $139,487-99.4% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.5pp | 80.3%-3.9pp |
| Annual return | 82.77% | 79.33%+3.4pp | 68.32%+14.4pp | 373.84%-291.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $617 | $8,102-92.4% | $7,760-92.1% | $6,713-90.8% |
| Admin fee / account holder | $59 | $12,406-99.5% | $10,767-99.5% | $11,407-99.5% |