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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 | $4,010 | $100,970-96.0% | $96,576-95.8% | $137,256-97.1% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 27.72% | 38.16%-10.4pp | 38.47%-10.8pp | 220.34%-192.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,395 | $8,286-83.2% | $7,956-82.5% | $6,407-78.2% |
| Admin fee / account holder | $48 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |