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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 | $1,499 | $166,242-99.1% | $165,071-99.1% | $145,884-99.0% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.6%+2.6pp | 80.3%+0.9pp |
| Annual return | 18.47% | 100.44%-82.0pp | 70.17%-51.7pp | 551.85%-533.4pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $669 | $6,964-90.4% | $6,035-88.9% | $6,690-90.0% |
| Admin fee / account holder | $103 | $16,658-99.4% | $12,695-99.2% | $13,392-99.2% |