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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 | $5,567 | $154,228-96.4% | $145,433-96.2% | $137,256-95.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 26.77% | 74.59%-47.8pp | 66.58%-39.8pp | 220.34%-193.6pp |
| Employer contribution / active EE | $1,210 | $4,804-74.8% | $4,554-73.4% | $4,156-70.9% |
| Participant deferral / active EE | $1,210 | $8,216-85.3% | $7,897-84.7% | $6,407-81.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |