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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 | $8,490 | $178,174-95.2% | $156,181-94.6% | $137,256-93.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 26.54% | 84.19%-57.7pp | 64.87%-38.3pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,378 | $4,972-72.3% | $4,294-67.9% | $4,156-66.8% |
| Participant deferral / active EE | $1,827 | $6,888-73.5% | $6,132-70.2% | $6,407-71.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |