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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 | $13,183 | $162,136-91.9% | $152,301-91.3% | $154,746-91.5% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 19.23% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $972 | $4,890-80.1% | $4,624-79.0% | $4,379-77.8% |
| Participant deferral / active EE | $1,692 | $8,341-79.7% | $8,004-78.9% | $6,730-74.9% |
| Admin fee / account holder | $123 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |