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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 | $13,976 | $183,592-92.4% | $155,574-91.0% | $145,877-90.4% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 12.80% | 61.37%-48.6pp | 64.87%-52.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,277 | $5,317-57.2% | $4,676-51.3% | $4,663-51.2% |
| Participant deferral / active EE | $710 | $6,466-89.0% | $5,629-87.4% | $6,691-89.4% |
| Admin fee / account holder | $79 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |