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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 | $1,288 | $80,992-98.4% | $96,534-98.7% | $75,173-98.3% |
| Participation rate | 78.1% | 71.8%+6.3pp | 76.0%+2.1pp | 67.2%+10.9pp |
| Annual return | 34.43% | 27.05%+7.4pp | 25.88%+8.5pp | 160.72%-126.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $921 | $3,929-76.6% | $4,851-81.0% | $4,126-77.7% |
| Admin fee / account holder | $248 | $6,717-96.3% | $8,253-97.0% | $5,651-95.6% |