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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 | $7,833 | $100,970-92.2% | $96,576-91.9% | $137,256-94.3% |
| Participation rate | 93.3% | 82.6%+10.7pp | 81.4%+11.9pp | 80.0%+13.4pp |
| Annual return | 22.81% | 38.16%-15.3pp | 38.47%-15.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,683 | $8,286-79.7% | $7,956-78.8% | $6,407-73.7% |
| Admin fee / account holder | $17 | $11,312-99.8% | $11,381-99.8% | $12,270-99.9% |