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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 | $24,159 | $152,619-84.2% | $125,195-80.7% | $152,909-84.2% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 15.07% | 54.85%-39.8pp | 43.79%-28.7pp | 345.46%-330.4pp |
| Employer contribution / active EE | $6,258 | $4,947+26.5% | $3,866+61.9% | $4,764+31.4% |
| Participant deferral / active EE | $1,383 | $5,869-76.4% | $4,937-72.0% | $5,851-76.4% |
| Admin fee / account holder | $215 | $13,437-98.4% | $9,704-97.8% | $11,601-98.1% |