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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 | $8,289 | $180,749-95.4% | $160,784-94.8% | $137,256-94.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 18.03% | 2234.46%-2216.4pp | 1803.92%-1785.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $605 | $4,155-85.4% | $3,733-83.8% | $4,156-85.4% |
| Participant deferral / active EE | $857 | $6,844-87.5% | $6,293-86.4% | $6,407-86.6% |
| Admin fee / account holder | $53 | $10,397-99.5% | $9,717-99.5% | $12,270-99.6% |