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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 | $16,934 | $152,619-88.9% | $125,195-86.5% | $152,909-88.9% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.5%+9.9pp |
| Annual return | 25.04% | 54.85%-29.8pp | 43.79%-18.8pp | 345.46%-320.4pp |
| Employer contribution / active EE | $1,034 | $4,947-79.1% | $3,866-73.3% | $4,764-78.3% |
| Participant deferral / active EE | $1,583 | $5,869-73.0% | $4,937-67.9% | $5,851-72.9% |
| Admin fee / account holder | $19 | $13,437-99.9% | $9,704-99.8% | $11,601-99.8% |