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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 | $14,368 | $156,398-90.8% | $147,318-90.2% | $138,895-89.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 18.14% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,372 | $4,853-71.7% | $4,593-70.1% | $4,194-67.3% |
| Participant deferral / active EE | $2,451 | $8,237-70.3% | $7,906-69.0% | $6,396-61.7% |
| Admin fee / account holder | $132 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |