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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 | $2,968 | $174,379-98.3% | $152,093-98.0% | $138,895-97.9% |
| Participation rate | 79.2% | 81.6%-2.5pp | 77.8%+1.4pp | 79.9%-0.8pp |
| Annual return | 20.92% | 74.86%-53.9pp | 66.36%-45.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $577 | $6,159-90.6% | $5,451-89.4% | $6,396-91.0% |
| Admin fee / account holder | $85 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |