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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 | $11,210 | $160,040-93.0% | $147,096-92.4% | $145,877-92.3% |
| Participation rate | 87.0% | 84.0%+2.9pp | 82.2%+4.8pp | 80.3%+6.7pp |
| Annual return | 25.95% | 98.49%-72.5pp | 419.75%-393.8pp | 551.28%-525.3pp |
| Employer contribution / active EE | $1,364 | $5,289-74.2% | $4,936-72.4% | $4,663-70.7% |
| Participant deferral / active EE | $2,203 | $8,429-73.9% | $8,071-72.7% | $6,691-67.1% |
| Admin fee / account holder | $19 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |