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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 | $2,308 | $183,592-98.7% | $155,574-98.5% | $145,877-98.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.08% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $694 | $6,466-89.3% | $5,629-87.7% | $6,691-89.6% |
| Admin fee / account holder | $22 | $19,316-99.9% | $15,914-99.9% | $13,402-99.8% |