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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 | $6,630 | $185,312-96.4% | $161,489-95.9% | $154,746-95.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 26.25% | 103.84%-77.6pp | 89.72%-63.5pp | 172.34%-146.1pp |
| Employer contribution / active EE | $1,070 | $4,769-77.6% | $4,268-74.9% | $4,379-75.6% |
| Participant deferral / active EE | $1,845 | $6,350-71.0% | $5,630-67.2% | $6,730-72.6% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |