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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 | $2,894 | $165,399-98.3% | $149,745-98.1% | $158,982-98.2% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.6pp |
| Annual return | 33.73% | 348.34%-314.6pp | 276.72%-243.0pp | 302.99%-269.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,362 | $7,183-81.0% | $6,843-80.1% | $5,983-77.2% |
| Admin fee / account holder | $252 | $10,811-97.7% | $9,312-97.3% | $11,252-97.8% |