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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 | $3,535 | $148,582-97.6% | $135,942-97.4% | $139,456-97.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 83.74% | 79.26%+4.5pp | 68.28%+15.5pp | 373.45%-289.7pp |
| Employer contribution / active EE | $1,441 | $5,245-72.5% | $4,858-70.3% | $4,753-69.7% |
| Participant deferral / active EE | $1,441 | $8,101-82.2% | $7,759-81.4% | $6,711-78.5% |
| Admin fee / account holder | $74 | $12,402-99.4% | $10,764-99.3% | $11,407-99.4% |