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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 | $17,254 | $176,120-90.2% | $159,487-89.2% | $167,553-89.7% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 14.58% | 331.95%-317.4pp | 263.71%-249.1pp | 478.89%-464.3pp |
| Employer contribution / active EE | $1,442 | $5,299-72.8% | $4,831-70.2% | $4,840-70.2% |
| Participant deferral / active EE | $2,382 | $7,752-69.3% | $7,354-67.6% | $6,343-62.4% |
| Admin fee / account holder | $28 | $12,561-99.8% | $10,804-99.7% | $12,316-99.8% |