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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 | $16,606 | $171,492-90.3% | $150,734-89.0% | $198,609-91.6% |
| Participation rate | 86.4% | 81.4%+4.9pp | 78.4%+7.9pp | 82.4%+4.0pp |
| Annual return | 18.17% | 804.70%-786.5pp | 600.81%-582.6pp | 202.70%-184.5pp |
| Employer contribution / active EE | $4,545 | $5,470-16.9% | $4,918-7.6% | $5,055-10.1% |
| Participant deferral / active EE | $1,193 | $6,259-80.9% | $5,610-78.7% | $6,977-82.9% |
| Admin fee / account holder | $96 | $17,628-99.5% | $14,905-99.4% | $19,030-99.5% |