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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 | $4,933 | $178,174-97.2% | $156,181-96.8% | $137,256-96.4% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.8%+7.8pp | 80.0%+6.7pp |
| Annual return | 22.85% | 84.19%-61.3pp | 64.87%-42.0pp | 220.34%-197.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,922 | $6,888-72.1% | $6,132-68.7% | $6,407-70.0% |
| Admin fee / account holder | $171 | $17,404-99.0% | $14,586-98.8% | $12,270-98.6% |