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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 | $10,031 | $129,737-92.3% | $119,126-91.6% | $154,746-93.5% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 19.22% | 379.08%-359.9pp | 282.11%-262.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $976 | $4,375-77.7% | $4,034-75.8% | $4,379-77.7% |
| Participant deferral / active EE | $1,381 | $5,842-76.4% | $5,318-74.0% | $6,730-79.5% |
| Admin fee / account holder | $27 | $11,961-99.8% | $10,693-99.7% | $14,365-99.8% |