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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 | $17,193 | $162,136-89.4% | $152,301-88.7% | $154,746-88.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 26.66% | 91.02%-64.4pp | 80.50%-53.8pp | 172.34%-145.7pp |
| Employer contribution / active EE | $4,906 | $4,890+0.3% | $4,624+6.1% | $4,379+12.0% |
| Participant deferral / active EE | $585 | $8,341-93.0% | $8,004-92.7% | $6,730-91.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |