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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 | $7,861 | $166,131-95.3% | $164,975-95.2% | $145,877-94.6% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 16.26% | 100.37%-84.1pp | 70.12%-53.9pp | 551.28%-535.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,684 | $6,962-75.8% | $6,033-72.1% | $6,691-74.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |