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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 | $5,190 | $217,432-97.6% | $185,849-97.2% | $167,536-96.9% |
| Participation rate | 90.5% | 86.1%+4.4pp | 81.7%+8.8pp | 82.1%+8.4pp |
| Annual return | 17.36% | 148.42%-131.1pp | 122.10%-104.7pp | 478.82%-461.5pp |
| Employer contribution / active EE | $1,438 | $5,875-75.5% | $5,169-72.2% | $4,839-70.3% |
| Participant deferral / active EE | $2,113 | $6,357-66.8% | $5,569-62.1% | $6,342-66.7% |
| Admin fee / account holder | $14 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |