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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 | $174,379-97.7% | $152,093-97.4% | $138,895-97.2% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 21.35% | 74.86%-53.5pp | 66.36%-45.0pp | 145.39%-124.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $941 | $6,159-84.7% | $5,451-82.7% | $6,396-85.3% |
| Admin fee / account holder | $150 | $16,880-99.1% | $14,497-99.0% | $12,562-98.8% |