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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 | $2,203 | $162,812-98.6% | $133,971-98.4% | $158,966-98.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 53.66% | 41.94%+11.7pp | 45.09%+8.6pp | 302.95%-249.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,540 | $5,910-73.9% | $5,047-69.5% | $5,983-74.3% |
| Admin fee / account holder | $154 | $11,741-98.7% | $8,929-98.3% | $11,250-98.6% |