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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 | $211,224-96.3% | $178,505-95.6% | $145,897-94.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 8.87% | 30.28%-21.4pp | 27.16%-18.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $844 | $6,966-87.9% | $6,280-86.6% | $6,689-87.4% |
| Admin fee / account holder | $32 | $12,109-99.7% | $10,428-99.7% | $13,390-99.8% |