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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 | $6,837 | $185,312-96.3% | $161,489-95.8% | $154,746-95.6% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 26.80% | 103.84%-77.0pp | 89.72%-62.9pp | 172.34%-145.5pp |
| Employer contribution / active EE | $1,030 | $4,769-78.4% | $4,268-75.9% | $4,379-76.5% |
| Participant deferral / active EE | $1,342 | $6,350-78.9% | $5,630-76.2% | $6,730-80.1% |
| Admin fee / account holder | $22 | $18,654-99.9% | $16,006-99.9% | $14,365-99.8% |