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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 | $859 | $99,053-99.1% | $88,179-99.0% | $138,895-99.4% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.1%+13.2pp | 79.9%+2.4pp |
| Annual return | 25.71% | 78.17%-52.5pp | 64.97%-39.3pp | 145.39%-119.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $222 | $5,225-95.7% | $4,614-95.2% | $6,396-96.5% |
| Admin fee / account holder | $27 | $8,748-99.7% | $7,673-99.6% | $12,562-99.8% |