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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 | $15,314 | $212,386-92.8% | $199,883-92.3% | $138,895-89.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.54% | 47.75%-29.2pp | 43.81%-25.3pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,674 | $6,625-74.7% | $6,261-73.3% | $4,194-60.1% |
| Participant deferral / active EE | $1,969 | $9,617-79.5% | $9,138-78.5% | $6,396-69.2% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |