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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 | $877 | $165,381-99.5% | $149,730-99.4% | $158,966-99.4% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 17.06% | 348.29%-331.2pp | 276.70%-259.6pp | 302.95%-285.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,010 | $7,182-85.9% | $6,843-85.2% | $5,983-83.1% |
| Admin fee / account holder | $48 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |