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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 | $7,576 | $156,398-95.2% | $147,318-94.9% | $138,895-94.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 28.10% | 78.75%-50.6pp | 70.43%-42.3pp | 145.39%-117.3pp |
| Employer contribution / active EE | $1,678 | $4,853-65.4% | $4,593-63.5% | $4,194-60.0% |
| Participant deferral / active EE | $2,308 | $8,237-72.0% | $7,906-70.8% | $6,396-63.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |