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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 | $22,854 | $198,462-88.5% | $170,439-86.6% | $147,585-84.5% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 12.55% | 257.30%-244.8pp | 205.94%-193.4pp | 578.58%-566.0pp |
| Employer contribution / active EE | $6,023 | $6,184-2.6% | $5,433+10.9% | $4,876+23.5% |
| Participant deferral / active EE | $865 | $5,629-84.6% | $4,939-82.5% | $5,439-84.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |