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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 | $3,946 | $172,111-97.7% | $150,298-97.4% | $137,256-97.1% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 21.35% | 69.37%-48.0pp | 62.79%-41.4pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $941 | $6,166-84.7% | $5,453-82.7% | $6,407-85.3% |
| Admin fee / account holder | $150 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |