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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 | $1,814 | $211,224-99.1% | $178,505-99.0% | $145,897-98.8% |
| Participation rate | 87.0% | 80.8%+6.1pp | 77.1%+9.8pp | 80.3%+6.7pp |
| Annual return | 15.55% | 30.28%-14.7pp | 27.16%-11.6pp | 552.29%-536.7pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $614 | $6,966-91.2% | $6,280-90.2% | $6,689-90.8% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |