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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 | $5,809 | $174,379-96.7% | $152,093-96.2% | $138,895-95.8% |
| Participation rate | 93.3% | 81.6%+11.7pp | 77.8%+15.6pp | 79.9%+13.4pp |
| Annual return | 24.04% | 74.86%-50.8pp | 66.36%-42.3pp | 145.39%-121.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,356 | $6,159-78.0% | $5,451-75.1% | $6,396-78.8% |
| Admin fee / account holder | $86 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |