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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 | $4,048 | $102,609-96.1% | $98,090-95.9% | $138,895-97.1% |
| Participation rate | 92.9% | 82.8%+10.1pp | 81.5%+11.3pp | 79.9%+12.9pp |
| Annual return | 26.49% | 36.44%-9.9pp | 37.05%-10.6pp | 145.39%-118.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $990 | $8,167-87.9% | $7,845-87.4% | $6,396-84.5% |
| Admin fee / account holder | $2 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |