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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 | $201,264-97.0% | $184,185-96.7% | $145,978-95.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.83% | 29.00%-11.2pp | 28.81%-11.0pp | 550.52%-532.7pp |
| Employer contribution / active EE | $1,479 | $7,021-78.9% | $6,426-77.0% | $4,662-68.3% |
| Participant deferral / active EE | $1,728 | $9,806-82.4% | $9,132-81.1% | $6,690-74.2% |
| Admin fee / account holder | $19 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |