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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 | $5,095 | $112,729-95.5% | $98,716-94.8% | $137,256-96.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 18.79% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $972 | $4,640-79.1% | $4,048-76.0% | $6,407-84.8% |
| Admin fee / account holder | $167 | $10,129-98.4% | $8,703-98.1% | $12,270-98.6% |