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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 | $1,702 | $100,970-98.3% | $96,576-98.2% | $137,256-98.8% |
| Participation rate | 76.5% | 82.6%-6.1pp | 81.4%-5.0pp | 80.0%-3.5pp |
| Annual return | 26.29% | 38.16%-11.9pp | 38.47%-12.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $619 | $8,286-92.5% | $7,956-92.2% | $6,407-90.3% |
| Admin fee / account holder | $30 | $11,312-99.7% | $11,381-99.7% | $12,270-99.8% |