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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 | $1,989 | $172,111-98.8% | $150,298-98.7% | $137,256-98.6% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 30.88% | 69.37%-38.5pp | 62.79%-31.9pp | 220.34%-189.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,062 | $6,166-82.8% | $5,453-80.5% | $6,407-83.4% |
| Admin fee / account holder | $21 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |