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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 | $4,942 | $211,224-97.7% | $178,505-97.2% | $145,897-96.6% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 9.06% | 30.28%-21.2pp | 27.16%-18.1pp | 552.29%-543.2pp |
| Employer contribution / active EE | $678 | $4,577-85.2% | $3,955-82.9% | $4,663-85.5% |
| Participant deferral / active EE | $1,163 | $6,966-83.3% | $6,280-81.5% | $6,689-82.6% |
| Admin fee / account holder | $111 | $12,109-99.1% | $10,428-98.9% | $13,390-99.2% |