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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 | $4,336 | $115,225-96.2% | $100,712-95.7% | $138,895-96.9% |
| Participation rate | 88.9% | 74.3%+14.6pp | 69.3%+19.6pp | 79.9%+9.0pp |
| Annual return | 32.95% | 40.35%-7.4pp | 33.27%-0.3pp | 145.39%-112.4pp |
| Employer contribution / active EE | $987 | $2,771-64.4% | $2,313-57.3% | $4,194-76.5% |
| Participant deferral / active EE | $1,073 | $4,699-77.2% | $4,085-73.7% | $6,396-83.2% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |