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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 | $4,259 | $211,224-98.0% | $178,505-97.6% | $145,897-97.1% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.82% | 30.28%-18.5pp | 27.16%-15.3pp | 552.29%-540.5pp |
| Employer contribution / active EE | $813 | $4,577-82.2% | $3,955-79.4% | $4,663-82.6% |
| Participant deferral / active EE | $990 | $6,966-85.8% | $6,280-84.2% | $6,689-85.2% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |