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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 | $33,063 | $184,000-82.0% | $162,185-79.6% | $152,909-78.4% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.6%-3.3pp | 82.5%+1.8pp |
| Annual return | 22.61% | 150.80%-128.2pp | 115.61%-93.0pp | 345.46%-322.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,757 | $8,033-78.1% | $7,297-75.9% | $5,851-70.0% |
| Admin fee / account holder | $31 | $13,124-99.8% | $10,844-99.7% | $11,601-99.7% |