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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 | $10,658 | $178,174-94.0% | $156,181-93.2% | $137,256-92.2% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.8%+5.8pp | 80.0%+4.7pp |
| Annual return | 23.94% | 84.19%-60.2pp | 64.87%-40.9pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,133 | $4,972-77.2% | $4,294-73.6% | $4,156-72.7% |
| Participant deferral / active EE | $2,005 | $6,888-70.9% | $6,132-67.3% | $6,407-68.7% |
| Admin fee / account holder | $1 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |