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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 | $155,555-91.5% | $146,866-91.0% | $155,188-91.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 19.23% | 115.41%-96.2pp | 102.85%-83.6pp | 148.84%-129.6pp |
| Employer contribution / active EE | $972 | $4,647-79.1% | $4,425-78.0% | $4,248-77.1% |
| Participant deferral / active EE | $1,692 | $8,044-79.0% | $7,759-78.2% | $6,531-74.1% |
| Admin fee / account holder | $123 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |