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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 | $14,010 | $176,071-92.0% | $159,450-91.2% | $167,497-91.6% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 29.02% | 331.79%-302.8pp | 263.60%-234.6pp | 478.62%-449.6pp |
| Employer contribution / active EE | $3,462 | $5,298-34.7% | $4,830-28.3% | $4,838-28.4% |
| Participant deferral / active EE | $2,037 | $7,750-73.7% | $7,352-72.3% | $6,341-67.9% |
| Admin fee / account holder | $0 | $12,555-100.0% | $10,800-100.0% | $12,310-100.0% |