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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 | $1,870 | $185,312-99.0% | $161,489-98.8% | $154,746-98.8% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.7%+15.4pp | 80.7%+13.4pp |
| Annual return | 16.01% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $271 | $6,350-95.7% | $5,630-95.2% | $6,730-96.0% |
| Admin fee / account holder | $52 | $18,654-99.7% | $16,006-99.7% | $14,365-99.6% |