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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 | $154,228-91.5% | $145,433-90.9% | $137,256-90.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 19.23% | 74.59%-55.4pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $972 | $4,804-79.8% | $4,554-78.7% | $4,156-76.6% |
| Participant deferral / active EE | $1,692 | $8,216-79.4% | $7,897-78.6% | $6,407-73.6% |
| Admin fee / account holder | $123 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |