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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 | $17,433 | $209,336-91.7% | $197,124-91.2% | $137,256-87.3% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 20.36% | 48.09%-27.7pp | 44.34%-24.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,361 | $6,591-64.2% | $6,227-62.1% | $4,156-43.2% |
| Participant deferral / active EE | $2,664 | $9,614-72.3% | $9,135-70.8% | $6,407-58.4% |
| Admin fee / account holder | $41 | $17,308-99.8% | $16,298-99.7% | $12,270-99.7% |