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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 | $9,707 | $185,312-94.8% | $161,489-94.0% | $154,746-93.7% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.7%+16.8pp | 80.7%+14.8pp |
| Annual return | 20.25% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $4,580 | $4,769-4.0% | $4,268+7.3% | $4,379+4.6% |
| Participant deferral / active EE | $1,318 | $6,350-79.2% | $5,630-76.6% | $6,730-80.4% |
| Admin fee / account holder | $38 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |