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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 | $4,552 | $132,634-96.6% | $115,768-96.1% | $137,256-96.7% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.4%+20.8pp | 80.0%+15.3pp |
| Annual return | 18.85% | 160.70%-141.9pp | 100.46%-81.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,297 | $5,619-76.9% | $4,917-73.6% | $6,407-79.8% |
| Admin fee / account holder | $269 | $15,028-98.2% | $12,439-97.8% | $12,270-97.8% |