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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 | $1,126 | $95,959-98.8% | $97,411-98.8% | $138,895-99.2% |
| Participation rate | 87.5% | 81.8%+5.7pp | 80.4%+7.1pp | 79.9%+7.6pp |
| Annual return | 32.20% | 29.30%+2.9pp | 34.72%-2.5pp | 145.39%-113.2pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $596 | $5,876-89.9% | $5,886-89.9% | $6,396-90.7% |
| Admin fee / account holder | $139 | $7,555-98.2% | $7,145-98.1% | $12,562-98.9% |