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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 | $1,587 | $183,627-99.1% | $155,602-99.0% | $145,978-98.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 19.03% | 61.32%-42.3pp | 64.81%-45.8pp | 550.52%-531.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $854 | $6,466-86.8% | $5,629-84.8% | $6,690-87.2% |
| Admin fee / account holder | $239 | $19,327-98.8% | $15,923-98.5% | $13,400-98.2% |