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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 | $13,492 | $181,062-92.5% | $158,223-91.5% | $155,188-91.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 79.2%+13.7pp | 80.8%+12.1pp |
| Annual return | 18.22% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,373 | $6,134-77.6% | $5,467-74.9% | $6,531-79.0% |
| Admin fee / account holder | $246 | $18,825-98.7% | $16,047-98.5% | $14,480-98.3% |