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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 | $6,447 | $156,398-95.9% | $147,318-95.6% | $138,895-95.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 22.42% | 78.75%-56.3pp | 70.43%-48.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $928 | $4,853-80.9% | $4,593-79.8% | $4,194-77.9% |
| Participant deferral / active EE | $1,147 | $8,237-86.1% | $7,906-85.5% | $6,396-82.1% |
| Admin fee / account holder | $195 | $14,976-98.7% | $13,708-98.6% | $12,562-98.4% |