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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 | $181,062-92.3% | $158,223-91.2% | $155,188-91.0% |
| Participation rate | 91.3% | 82.7%+8.7pp | 79.2%+12.1pp | 80.8%+10.5pp |
| Annual return | 14.41% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,235 | $4,565-51.0% | $4,109-45.6% | $4,248-47.4% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $263 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |