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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 | $5,178 | $111,535-95.4% | $105,223-95.1% | $137,256-96.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 26.91% | 237.85%-210.9pp | 180.65%-153.7pp | 220.34%-193.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,223 | $5,500-77.8% | $5,072-75.9% | $6,407-80.9% |
| Admin fee / account holder | $144 | $9,721-98.5% | $8,859-98.4% | $12,270-98.8% |