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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 | $11,901 | $162,136-92.7% | $152,301-92.2% | $154,746-92.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 23.08% | 91.02%-67.9pp | 80.50%-57.4pp | 172.34%-149.3pp |
| Employer contribution / active EE | $1,457 | $4,890-70.2% | $4,624-68.5% | $4,379-66.7% |
| Participant deferral / active EE | $2,025 | $8,341-75.7% | $8,004-74.7% | $6,730-69.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |