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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 | $6,675 | $175,257-96.2% | $149,717-95.5% | $139,456-95.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 38.78% | 166.70%-127.9pp | 134.41%-95.6pp | 373.45%-334.7pp |
| Employer contribution / active EE | $1,660 | $5,477-69.7% | $4,820-65.6% | $4,753-65.1% |
| Participant deferral / active EE | $1,789 | $6,521-72.6% | $5,682-68.5% | $6,711-73.3% |
| Admin fee / account holder | $25 | $16,156-99.8% | $13,213-99.8% | $11,407-99.8% |