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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 | $8,547 | $110,379-92.3% | $102,412-91.7% | $145,884-94.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.14% | 24.84%-8.7pp | 24.94%-8.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $917 | $4,216-78.2% | $3,870-76.3% | $4,662-80.3% |
| Participant deferral / active EE | $1,181 | $5,622-79.0% | $5,060-76.7% | $6,690-82.4% |
| Admin fee / account holder | $30 | $9,745-99.7% | $8,388-99.6% | $13,392-99.8% |