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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 | $5,224 | $115,814-95.5% | $101,275-94.8% | $158,982-96.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 33.70% | 56.16%-22.5pp | 46.48%-12.8pp | 302.99%-269.3pp |
| Employer contribution / active EE | $896 | $4,176-78.5% | $3,660-75.5% | $4,763-81.2% |
| Participant deferral / active EE | $1,276 | $4,958-74.3% | $4,371-70.8% | $5,983-78.7% |
| Admin fee / account holder | $4 | $7,249-99.9% | $5,948-99.9% | $11,252-100.0% |