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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 | $837 | $114,119-99.3% | $107,187-99.2% | $138,895-99.4% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 79.9%+1.3pp |
| Annual return | 23.31% | 273.21%-249.9pp | 204.55%-181.2pp | 145.39%-122.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $203 | $5,538-96.3% | $5,096-96.0% | $6,396-96.8% |
| Admin fee / account holder | $114 | $10,024-98.9% | $9,162-98.8% | $12,562-99.1% |