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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 | $2,948 | $178,174-98.3% | $156,181-98.1% | $137,256-97.9% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.8%+5.8pp | 80.0%+4.7pp |
| Annual return | 25.37% | 84.19%-58.8pp | 64.87%-39.5pp | 220.34%-195.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,169 | $6,888-83.0% | $6,132-80.9% | $6,407-81.8% |
| Admin fee / account holder | $122 | $17,404-99.3% | $14,586-99.2% | $12,270-99.0% |