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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 | $1,185 | $185,312-99.4% | $161,489-99.3% | $154,746-99.2% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 34.28% | 103.84%-69.6pp | 89.72%-55.4pp | 172.34%-138.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $635 | $6,350-90.0% | $5,630-88.7% | $6,730-90.6% |
| Admin fee / account holder | $13 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |