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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 | $165,351-98.3% | $149,710-98.1% | $158,931-98.2% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.6pp |
| Annual return | 33.73% | 348.19%-314.5pp | 276.63%-242.9pp | 302.86%-269.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,362 | $7,181-81.0% | $6,842-80.1% | $5,982-77.2% |
| Admin fee / account holder | $252 | $10,807-97.7% | $9,309-97.3% | $11,247-97.8% |