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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 | $16,170 | $142,354-88.6% | $125,529-87.1% | $155,188-89.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.7%+11.0pp | 80.8%+4.9pp |
| Annual return | 18.34% | 306.06%-287.7pp | 202.56%-184.2pp | 148.84%-130.5pp |
| Employer contribution / active EE | $881 | $3,501-74.8% | $3,058-71.2% | $4,248-79.3% |
| Participant deferral / active EE | $1,026 | $5,491-81.3% | $4,813-78.7% | $6,531-84.3% |
| Admin fee / account holder | $2 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |