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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 | $5,299 | $157,276-96.6% | $141,177-96.2% | $152,885-96.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 39.30% | 64.33%-25.0pp | 71.40%-32.1pp | 345.39%-306.1pp |
| Employer contribution / active EE | $1,786 | $5,262-66.1% | $4,736-62.3% | $4,763-62.5% |
| Participant deferral / active EE | $2,205 | $7,110-69.0% | $6,710-67.1% | $5,851-62.3% |
| Admin fee / account holder | $36 | $12,123-99.7% | $10,263-99.7% | $11,598-99.7% |