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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 | $22,016 | $196,972-88.8% | $182,262-87.9% | $198,609-88.9% |
| Participation rate | 93.3% | 85.7%+7.6pp | 84.2%+9.1pp | 82.4%+11.0pp |
| Annual return | 18.72% | 158.27%-139.6pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,862 | $5,364-65.3% | $5,046-63.1% | $5,055-63.2% |
| Participant deferral / active EE | $2,986 | $8,643-65.5% | $8,276-63.9% | $6,977-57.2% |
| Admin fee / account holder | $216 | $18,429-98.8% | $16,712-98.7% | $19,030-98.9% |