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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 | $18,230 | $196,972-90.7% | $182,262-90.0% | $198,609-90.8% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 17.53% | 158.27%-140.7pp | 140.60%-123.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $1,613 | $5,364-69.9% | $5,046-68.0% | $5,055-68.1% |
| Participant deferral / active EE | $2,931 | $8,643-66.1% | $8,276-64.6% | $6,977-58.0% |
| Admin fee / account holder | $65 | $18,429-99.6% | $16,712-99.6% | $19,030-99.7% |