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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 | $24,829 | $201,259-87.7% | $184,200-86.5% | $145,959-83.0% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 22.62% | 28.98%-6.4pp | 28.80%-6.2pp | 561.95%-539.3pp |
| Employer contribution / active EE | $4,357 | $7,018-37.9% | $6,424-32.2% | $4,661-6.5% |
| Participant deferral / active EE | $881 | $9,806-91.0% | $9,132-90.4% | $6,689-86.8% |
| Admin fee / account holder | $193 | $16,372-98.8% | $13,907-98.6% | $13,398-98.6% |