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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 | $5,143 | $152,619-96.6% | $125,195-95.9% | $152,909-96.6% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 24.18% | 54.85%-30.7pp | 43.79%-19.6pp | 345.46%-321.3pp |
| Employer contribution / active EE | $990 | $4,947-80.0% | $3,866-74.4% | $4,764-79.2% |
| Participant deferral / active EE | $1,013 | $5,869-82.7% | $4,937-79.5% | $5,851-82.7% |
| Admin fee / account holder | $90 | $13,437-99.3% | $9,704-99.1% | $11,601-99.2% |