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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 | $1,887 | $184,014-99.0% | $161,149-98.8% | $138,895-98.6% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.8%+7.8pp | 79.9%+6.7pp |
| Annual return | 25.43% | 21.52%+3.9pp | 21.16%+4.3pp | 145.39%-120.0pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $966 | $6,909-86.0% | $6,153-84.3% | $6,396-84.9% |
| Admin fee / account holder | $1 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |