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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 | $3,454 | $172,111-98.0% | $150,298-97.7% | $137,256-97.5% |
| Participation rate | 82.6% | 81.7%+0.9pp | 77.8%+4.8pp | 80.0%+2.6pp |
| Annual return | 26.06% | 69.37%-43.3pp | 62.79%-36.7pp | 220.34%-194.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,228 | $6,166-80.1% | $5,453-77.5% | $6,407-80.8% |
| Admin fee / account holder | $135 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |