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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 | $5,992 | $176,105-96.6% | $159,474-96.2% | $167,536-96.4% |
| Participation rate | 73.3% | 85.0%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 18.35% | 331.91%-313.6pp | 263.68%-245.3pp | 478.82%-460.5pp |
| Employer contribution / active EE | $1,845 | $5,299-65.2% | $4,831-61.8% | $4,839-61.9% |
| Participant deferral / active EE | $2,093 | $7,751-73.0% | $7,353-71.5% | $6,342-67.0% |
| Admin fee / account holder | $48 | $12,559-99.6% | $10,802-99.6% | $12,315-99.6% |