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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 | $6,906 | $212,386-96.7% | $199,883-96.5% | $138,895-95.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 31.61% | 47.75%-16.1pp | 43.81%-12.2pp | 145.39%-113.8pp |
| Employer contribution / active EE | $1,589 | $6,625-76.0% | $6,261-74.6% | $4,194-62.1% |
| Participant deferral / active EE | $2,374 | $9,617-75.3% | $9,138-74.0% | $6,396-62.9% |
| Admin fee / account holder | $70 | $18,233-99.6% | $17,268-99.6% | $12,562-99.4% |