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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 | $6,267 | $198,457-96.8% | $170,435-96.3% | $147,586-95.8% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 11.54% | 257.30%-245.8pp | 205.94%-194.4pp | 578.59%-567.1pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $919 | $5,629-83.7% | $4,939-81.4% | $5,439-83.1% |
| Admin fee / account holder | $62 | $16,852-99.6% | $13,881-99.6% | $10,886-99.4% |