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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 | $7,809 | $211,239-96.3% | $178,528-95.6% | $145,877-94.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 8.87% | 30.22%-21.4pp | 27.11%-18.2pp | 551.28%-542.4pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $844 | $6,963-87.9% | $6,278-86.6% | $6,691-87.4% |
| Admin fee / account holder | $32 | $12,095-99.7% | $10,419-99.7% | $13,402-99.8% |