Filed June 1, 2022
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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 | $13,338 | $199,109-93.3% | $173,730-92.3% | $154,746-91.4% |
| Participation rate | 86.4% | 82.8%+3.6pp | 79.6%+6.8pp | 80.7%+5.7pp |
| Annual return | 20.12% | 20.02%+0.1pp | 19.96%+0.2pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,272 | $5,311-76.0% | $4,577-72.2% | $4,379-71.0% |
| Participant deferral / active EE | $2,171 | $7,113-69.5% | $6,326-65.7% | $6,730-67.7% |
| Admin fee / account holder | $74 | $20,916-99.6% | $17,523-99.6% | $14,365-99.5% |