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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 | $1,167 | $199,109-99.4% | $173,730-99.3% | $154,746-99.2% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.6%+2.2pp | 80.7%+1.1pp |
| Annual return | 29.70% | 20.02%+9.7pp | 19.96%+9.7pp | 172.34%-142.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $754 | $7,113-89.4% | $6,326-88.1% | $6,730-88.8% |
| Admin fee / account holder | $113 | $20,916-99.5% | $17,523-99.4% | $14,365-99.2% |