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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 | $16,706 | $223,823-92.5% | $211,142-92.1% | $154,746-89.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 25.97% | 50.39%-24.4pp | 46.84%-20.9pp | 172.34%-146.4pp |
| Employer contribution / active EE | $2,110 | $6,787-68.9% | $6,442-67.3% | $4,379-51.8% |
| Participant deferral / active EE | $3,103 | $9,750-68.2% | $9,284-66.6% | $6,730-53.9% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |