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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 | $20,005 | $209,874-90.5% | $189,537-89.4% | $167,536-88.1% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 13.89% | 748.61%-734.7pp | 555.34%-541.4pp | 478.82%-464.9pp |
| Employer contribution / active EE | $2,323 | $6,913-66.4% | $6,161-62.3% | $4,839-52.0% |
| Participant deferral / active EE | $2,988 | $8,934-66.6% | $8,220-63.7% | $6,342-52.9% |
| Admin fee / account holder | $74 | $14,299-99.5% | $12,048-99.4% | $12,315-99.4% |