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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 | $3,741 | $174,379-97.9% | $152,093-97.5% | $138,895-97.3% |
| Participation rate | 87.0% | 81.6%+5.3pp | 77.8%+9.2pp | 79.9%+7.0pp |
| Annual return | 17.08% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $509 | $6,159-91.7% | $5,451-90.7% | $6,396-92.0% |
| Admin fee / account holder | $181 | $16,880-98.9% | $14,497-98.8% | $12,562-98.6% |