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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 | $20,696 | $165,361-87.5% | $149,715-86.2% | $158,950-87.0% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 20.45% | 348.24%-327.8pp | 276.66%-256.2pp | 302.91%-282.5pp |
| Employer contribution / active EE | $967 | $5,103-81.1% | $4,645-79.2% | $4,762-79.7% |
| Participant deferral / active EE | $1,706 | $7,182-76.2% | $6,842-75.1% | $5,983-71.5% |
| Admin fee / account holder | $152 | $10,808-98.6% | $9,310-98.4% | $11,248-98.6% |