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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 | $5,734 | $172,111-96.7% | $150,298-96.2% | $137,256-95.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.48% | 69.37%-45.9pp | 62.79%-39.3pp | 220.34%-196.9pp |
| Employer contribution / active EE | $914 | $4,636-80.3% | $4,154-78.0% | $4,156-78.0% |
| Participant deferral / active EE | $1,467 | $6,166-76.2% | $5,453-73.1% | $6,407-77.1% |
| Admin fee / account holder | $235 | $16,471-98.6% | $14,116-98.3% | $12,270-98.1% |