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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 | $13,470 | $209,336-93.6% | $197,124-93.2% | $137,256-90.2% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 27.13% | 48.09%-21.0pp | 44.34%-17.2pp | 220.34%-193.2pp |
| Employer contribution / active EE | $1,801 | $6,591-72.7% | $6,227-71.1% | $4,156-56.7% |
| Participant deferral / active EE | $2,633 | $9,614-72.6% | $9,135-71.2% | $6,407-58.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |