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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 | $3,003 | $209,336-98.6% | $197,124-98.5% | $137,256-97.8% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 29.28% | 48.09%-18.8pp | 44.34%-15.1pp | 220.34%-191.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,388 | $9,614-85.6% | $9,135-84.8% | $6,407-78.3% |
| Admin fee / account holder | $205 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |