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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 | $12,190 | $135,956-91.0% | $123,894-90.2% | $273,972-95.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.37% | 56.63%-50.3pp | 47.52%-41.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,236 | $5,170-76.1% | $4,617-73.2% | $4,869-74.6% |
| Participant deferral / active EE | $1,947 | $6,343-69.3% | $5,984-67.5% | $5,287-63.2% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |