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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 | $4,303 | $209,336-97.9% | $197,124-97.8% | $137,256-96.9% |
| Participation rate | 76.5% | 87.3%-10.8pp | 86.7%-10.2pp | 80.0%-3.5pp |
| Annual return | 29.83% | 48.09%-18.3pp | 44.34%-14.5pp | 220.34%-190.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,877 | $9,614-80.5% | $9,135-79.4% | $6,407-70.7% |
| Admin fee / account holder | $24 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |