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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 | $12,077 | $156,398-92.3% | $147,318-91.8% | $138,895-91.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 22.77% | 78.75%-56.0pp | 70.43%-47.7pp | 145.39%-122.6pp |
| Employer contribution / active EE | $1,008 | $4,853-79.2% | $4,593-78.1% | $4,194-76.0% |
| Participant deferral / active EE | $1,947 | $8,237-76.4% | $7,906-75.4% | $6,396-69.6% |
| Admin fee / account holder | $31 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |