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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 | $1,664 | $106,247-98.4% | $96,515-98.3% | $139,466-98.8% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 34.10% | 38.47%-4.4pp | 35.73%-1.6pp | 373.66%-339.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $872 | $5,456-84.0% | $4,880-82.1% | $6,712-87.0% |
| Admin fee / account holder | $192 | $7,885-97.6% | $6,735-97.2% | $11,409-98.3% |