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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 | $1,627 | $162,967-99.0% | $135,792-98.8% | $138,895-98.8% |
| Participation rate | 86.7% | 78.3%+8.3pp | 72.6%+14.1pp | 79.9%+6.7pp |
| Annual return | 20.86% | 30.08%-9.2pp | 25.96%-5.1pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $555 | $5,640-90.2% | $4,759-88.3% | $6,396-91.3% |
| Admin fee / account holder | $152 | $15,306-99.0% | $12,266-98.8% | $12,562-98.8% |