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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 | $8,083 | $209,336-96.1% | $197,124-95.9% | $137,256-94.1% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 29.29% | 48.09%-18.8pp | 44.34%-15.1pp | 220.34%-191.1pp |
| Employer contribution / active EE | $1,442 | $6,591-78.1% | $6,227-76.8% | $4,156-65.3% |
| Participant deferral / active EE | $2,278 | $9,614-76.3% | $9,135-75.1% | $6,407-64.4% |
| Admin fee / account holder | $51 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |