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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 | $186,975 | $288,797-35.3% | $239,577-22.0% | $382,429-51.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 16.33% | -3.30%+19.6pp | -0.70%+17.0pp | 248.85%-232.5pp |
| Employer contribution / active EE | $14,469 | $8,558+69.1% | $7,232+100.1% | $8,036+80.1% |
| Participant deferral / active EE | $7,297 | $6,420+13.7% | $5,676+28.5% | $5,727+27.4% |
| Admin fee / account holder | $0 | $18,649-100.0% | $19,315-100.0% | $30,732-100.0% |