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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 | $18,346 | $198,457-90.8% | $170,435-89.2% | $147,586-87.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.84% | 257.30%-242.5pp | 205.94%-191.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $2,833 | $6,183-54.2% | $5,432-47.8% | $4,876-41.9% |
| Participant deferral / active EE | $560 | $5,629-90.0% | $4,939-88.7% | $5,439-89.7% |
| Admin fee / account holder | $162 | $16,852-99.0% | $13,881-98.8% | $10,886-98.5% |