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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 | $6,666 | $162,967-95.9% | $135,792-95.1% | $138,895-95.2% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.6%+7.4pp | 79.9%+0.1pp |
| Annual return | 25.28% | 30.08%-4.8pp | 25.96%-0.7pp | 145.39%-120.1pp |
| Employer contribution / active EE | $1,015 | $4,211-75.9% | $3,496-71.0% | $4,194-75.8% |
| Participant deferral / active EE | $1,015 | $5,640-82.0% | $4,759-78.7% | $6,396-84.1% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |