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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 | $3,111 | $201,344-98.5% | $184,243-98.3% | $145,877-97.9% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 18.47% | 29.01%-10.5pp | 28.82%-10.3pp | 551.28%-532.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,390 | $9,807-85.8% | $9,132-84.8% | $6,691-79.2% |
| Admin fee / account holder | $160 | $16,382-99.0% | $13,914-98.9% | $13,402-98.8% |