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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 | $1,722 | $114,119-98.5% | $107,187-98.4% | $138,895-98.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 27.62% | 273.21%-245.6pp | 204.55%-176.9pp | 145.39%-117.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $970 | $5,538-82.5% | $5,096-81.0% | $6,396-84.8% |
| Admin fee / account holder | $61 | $10,024-99.4% | $9,162-99.3% | $12,562-99.5% |