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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 | $4,373 | $152,612-97.1% | $125,192-96.5% | $152,897-97.1% |
| Participation rate | 91.3% | 83.3%+8.0pp | 79.8%+11.5pp | 82.5%+8.9pp |
| Annual return | 31.08% | 54.85%-23.8pp | 43.79%-12.7pp | 345.43%-314.3pp |
| Employer contribution / active EE | $1,140 | $4,947-77.0% | $3,866-70.5% | $4,764-76.1% |
| Participant deferral / active EE | $1,305 | $5,868-77.8% | $4,937-73.6% | $5,851-77.7% |
| Admin fee / account holder | $10 | $13,437-99.9% | $9,704-99.9% | $11,599-99.9% |