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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 | $17,536 | $201,372-91.3% | $184,260-90.5% | $145,884-88.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 16.51% | 29.04%-12.5pp | 28.84%-12.3pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,916 | $7,024-72.7% | $6,427-70.2% | $4,662-58.9% |
| Participant deferral / active EE | $2,858 | $9,808-70.9% | $9,133-68.7% | $6,690-57.3% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |