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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 | $12,130 | $227,291-94.7% | $214,702-94.4% | $155,188-92.2% |
| Participation rate | 88.2% | 88.0%+0.3pp | 87.5%+0.8pp | 80.8%+7.4pp |
| Annual return | 21.92% | 60.08%-38.2pp | 54.55%-32.6pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,675 | $6,772-75.3% | $6,461-74.1% | $4,248-60.6% |
| Participant deferral / active EE | $2,224 | $9,582-76.8% | $9,147-75.7% | $6,531-65.9% |
| Admin fee / account holder | $58 | $20,413-99.7% | $19,830-99.7% | $14,480-99.6% |