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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 | $1,772 | $115,225-98.5% | $100,712-98.2% | $138,895-98.7% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 26.96% | 40.35%-13.4pp | 33.27%-6.3pp | 145.39%-118.4pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $735 | $4,699-84.4% | $4,085-82.0% | $6,396-88.5% |
| Admin fee / account holder | $15 | $10,844-99.9% | $9,256-99.8% | $12,562-99.9% |