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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 | $1,874 | $174,379-98.9% | $152,093-98.8% | $138,895-98.7% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 27.67% | 74.86%-47.2pp | 66.36%-38.7pp | 145.39%-117.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $758 | $6,159-87.7% | $5,451-86.1% | $6,396-88.2% |
| Admin fee / account holder | $29 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |