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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 | $8,122 | $182,442-95.5% | $163,379-95.0% | $138,895-94.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 18.63% | 72.74%-54.1pp | 63.41%-44.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $723 | $4,159-82.6% | $3,752-80.7% | $4,194-82.8% |
| Participant deferral / active EE | $723 | $6,817-89.4% | $6,282-88.5% | $6,396-88.7% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |