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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 | $4,179 | $114,119-96.3% | $107,187-96.1% | $138,895-97.0% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 23.72% | 273.21%-249.5pp | 204.55%-180.8pp | 145.39%-121.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,449 | $5,538-73.8% | $5,096-71.6% | $6,396-77.3% |
| Admin fee / account holder | $24 | $10,024-99.8% | $9,162-99.7% | $12,562-99.8% |