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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 | $4,513 | $126,661-96.4% | $113,397-96.0% | $138,895-96.8% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.5%+5.3pp | 79.9%+1.9pp |
| Annual return | 27.27% | 25.05%+2.2pp | 23.20%+4.1pp | 145.39%-118.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,788 | $5,693-68.6% | $5,076-64.8% | $6,396-72.0% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |