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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 | $2,652 | $124,425-97.9% | $112,040-97.6% | $137,256-98.1% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 30.53% | 24.72%+5.8pp | 24.52%+6.0pp | 220.34%-189.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,449 | $5,718-74.7% | $5,098-71.6% | $6,407-77.4% |
| Admin fee / account holder | $51 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |