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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 | $4,787 | $162,136-97.0% | $152,301-96.9% | $154,746-96.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 20.20% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,284 | $8,341-84.6% | $8,004-84.0% | $6,730-80.9% |
| Admin fee / account holder | $50 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |