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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 | $13,896 | $185,312-92.5% | $161,489-91.4% | $154,746-91.0% |
| Participation rate | 91.3% | 82.5%+8.8pp | 78.7%+12.6pp | 80.7%+10.6pp |
| Annual return | 14.41% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,235 | $4,769-53.1% | $4,268-47.6% | $4,379-49.0% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $263 | $18,654-98.6% | $16,006-98.4% | $14,365-98.2% |