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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 | $4,735 | $154,228-96.9% | $145,433-96.7% | $137,256-96.6% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 49.46% | 74.59%-25.1pp | 66.58%-17.1pp | 220.34%-170.9pp |
| Employer contribution / active EE | $1,923 | $4,804-60.0% | $4,554-57.8% | $4,156-53.7% |
| Participant deferral / active EE | $1,951 | $8,216-76.2% | $7,897-75.3% | $6,407-69.5% |
| Admin fee / account holder | $24 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |