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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 | $1,560 | $126,661-98.8% | $113,397-98.6% | $138,895-98.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 26.82% | 25.05%+1.8pp | 23.20%+3.6pp | 145.39%-118.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $781 | $5,693-86.3% | $5,076-84.6% | $6,396-87.8% |
| Admin fee / account holder | $167 | $14,549-98.8% | $11,957-98.6% | $12,562-98.7% |