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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 | $9,863 | $201,372-95.1% | $184,260-94.6% | $145,884-93.2% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 10.67% | 29.04%-18.4pp | 28.84%-18.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,356 | $9,808-86.2% | $9,133-85.2% | $6,690-79.7% |
| Admin fee / account holder | $134 | $16,362-99.2% | $13,898-99.0% | $13,392-99.0% |