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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 | $896 | $172,111-99.5% | $150,298-99.4% | $137,256-99.3% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 22.53% | 69.37%-46.8pp | 62.79%-40.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $291 | $6,166-95.3% | $5,453-94.7% | $6,407-95.5% |
| Admin fee / account holder | $124 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |