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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 | $21,244 | $209,428-89.9% | $178,498-88.1% | $158,950-86.6% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 17.60% | 188.78%-171.2pp | 151.09%-133.5pp | 302.91%-285.3pp |
| Employer contribution / active EE | $1,188 | $5,707-79.2% | $5,011-76.3% | $4,762-75.1% |
| Participant deferral / active EE | $1,979 | $5,955-66.8% | $5,202-62.0% | $5,983-66.9% |
| Admin fee / account holder | $87 | $17,077-99.5% | $13,985-99.4% | $11,248-99.2% |