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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 | $10,041 | $198,457-94.9% | $170,435-94.1% | $147,586-93.2% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 15.87% | 257.30%-241.4pp | 205.94%-190.1pp | 578.59%-562.7pp |
| Employer contribution / active EE | $1,798 | $6,183-70.9% | $5,432-66.9% | $4,876-63.1% |
| Participant deferral / active EE | $380 | $5,629-93.3% | $4,939-92.3% | $5,439-93.0% |
| Admin fee / account holder | $67 | $16,852-99.6% | $13,881-99.5% | $10,886-99.4% |