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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 | $2,357 | $211,288-98.9% | $178,540-98.7% | $145,884-98.4% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 16.27% | 30.27%-14.0pp | 27.15%-10.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $814 | $6,967-88.3% | $6,281-87.0% | $6,690-87.8% |
| Admin fee / account holder | $1 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |