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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 | $959 | $202,440-99.5% | $169,390-99.4% | $139,466-99.3% |
| Participation rate | 87.0% | 81.1%+5.8pp | 77.2%+9.8pp | 80.3%+6.6pp |
| Annual return | 39.85% | 532.36%-492.5pp | 406.07%-366.2pp | 373.66%-333.8pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $532 | $6,940-92.3% | $6,222-91.4% | $6,712-92.1% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |