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Employer 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 | $14,644 | $162,136-91.0% | $152,301-90.4% | $154,746-90.5% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 133.07% | 91.02%+42.0pp | 80.50%+52.6pp | 172.34%-39.3pp |
| Employer contribution / active EE | $732 | $4,890-85.0% | $4,624-84.2% | $4,379-83.3% |
| Participant deferral / active EE | $5,153 | $8,341-38.2% | $8,004-35.6% | $6,730-23.4% |
| Admin fee / account holder | $26 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |