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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 | $6,086 | $174,379-96.5% | $152,093-96.0% | $138,895-95.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 26.68% | 74.86%-48.2pp | 66.36%-39.7pp | 145.39%-118.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,634 | $6,159-73.5% | $5,451-70.0% | $6,396-74.5% |
| Admin fee / account holder | $7 | $16,880-100.0% | $14,497-100.0% | $12,562-99.9% |