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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 | $10,276 | $162,136-93.7% | $152,301-93.3% | $154,746-93.4% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 22.06% | 91.02%-69.0pp | 80.50%-58.4pp | 172.34%-150.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,641 | $8,341-68.3% | $8,004-67.0% | $6,730-60.8% |
| Admin fee / account holder | $7 | $15,759-100.0% | $14,398-99.9% | $14,365-99.9% |