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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 | $19,748 | $198,457-90.0% | $170,435-88.4% | $147,586-86.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.09% | 257.30%-232.2pp | 205.94%-180.8pp | 578.59%-553.5pp |
| Employer contribution / active EE | $2,201 | $6,183-64.4% | $5,432-59.5% | $4,876-54.9% |
| Participant deferral / active EE | $1,925 | $5,629-65.8% | $4,939-61.0% | $5,439-64.6% |
| Admin fee / account holder | $107 | $16,852-99.4% | $13,881-99.2% | $10,886-99.0% |