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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 | $953 | $79,169-98.8% | $100,415-99.1% | $74,478-98.7% |
| Participation rate | 81.0% | 79.4%+1.6pp | 81.5%-0.5pp | 67.2%+13.8pp |
| Annual return | 16.07% | 20.51%-4.4pp | 49.47%-33.4pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $298 | $7,751-96.2% | $8,091-96.3% | $4,350-93.2% |
| Admin fee / account holder | $3 | $1,337-99.8% | $7,906-100.0% | $1,946-99.8% |