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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 | $1,370 | $175,259-99.2% | $149,723-99.1% | $139,487-99.0% |
| Participation rate | 76.5% | 83.4%-6.9pp | 78.8%-2.3pp | 80.3%-3.9pp |
| Annual return | 33.66% | 166.82%-133.2pp | 134.50%-100.8pp | 373.84%-340.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $733 | $6,522-88.8% | $5,682-87.1% | $6,713-89.1% |
| Admin fee / account holder | $54 | $16,158-99.7% | $13,215-99.6% | $11,407-99.5% |