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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 | $12,256 | $156,398-92.2% | $147,318-91.7% | $138,895-91.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 210.98% | 78.75%+132.2pp | 70.43%+140.5pp | 145.39%+65.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,386 | $8,237-71.0% | $7,906-69.8% | $6,396-62.7% |
| Admin fee / account holder | $32 | $14,976-99.8% | $13,708-99.8% | $12,562-99.7% |