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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 | $2,004 | $125,778-98.4% | $114,563-98.3% | $154,746-98.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.9%+10.4pp | 80.7%+2.6pp |
| Annual return | 29.31% | 295.14%-265.8pp | 241.09%-211.8pp | 172.34%-143.0pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $734 | $4,445-83.5% | $4,142-82.3% | $6,730-89.1% |
| Admin fee / account holder | $69 | $8,190-99.2% | $7,623-99.1% | $14,365-99.5% |