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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 | $6,081 | $201,259-97.0% | $184,200-96.7% | $145,959-95.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.83% | 28.98%-11.2pp | 28.80%-11.0pp | 561.95%-544.1pp |
| Employer contribution / active EE | $1,479 | $7,018-78.9% | $6,424-77.0% | $4,661-68.3% |
| Participant deferral / active EE | $1,728 | $9,806-82.4% | $9,132-81.1% | $6,689-74.2% |
| Admin fee / account holder | $19 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |