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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 | $201,372-87.7% | $184,260-86.5% | $145,884-83.0% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 22.62% | 29.04%-6.4pp | 28.84%-6.2pp | 551.85%-529.2pp |
| Employer contribution / active EE | $4,357 | $7,024-38.0% | $6,427-32.2% | $4,662-6.6% |
| Participant deferral / active EE | $881 | $9,808-91.0% | $9,133-90.4% | $6,690-86.8% |
| Admin fee / account holder | $193 | $16,362-98.8% | $13,898-98.6% | $13,392-98.6% |