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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 | $3,087 | $178,174-98.3% | $156,181-98.0% | $137,256-97.8% |
| Participation rate | 79.2% | 82.0%-2.9pp | 78.8%+0.3pp | 80.0%-0.8pp |
| Annual return | 24.21% | 84.19%-60.0pp | 64.87%-40.7pp | 220.34%-196.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $860 | $6,888-87.5% | $6,132-86.0% | $6,407-86.6% |
| Admin fee / account holder | $283 | $17,404-98.4% | $14,586-98.1% | $12,270-97.7% |