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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 | $3,430 | $154,228-97.8% | $145,433-97.6% | $137,256-97.5% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 70.44% | 74.59%-4.1pp | 66.58%+3.9pp | 220.34%-149.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $570 | $8,216-93.1% | $7,897-92.8% | $6,407-91.1% |
| Admin fee / account holder | $273 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |