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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 | $8,137 | $156,398-94.8% | $147,318-94.5% | $138,895-94.1% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 30.15% | 78.75%-48.6pp | 70.43%-40.3pp | 145.39%-115.2pp |
| Employer contribution / active EE | $1,677 | $4,853-65.4% | $4,593-63.5% | $4,194-60.0% |
| Participant deferral / active EE | $2,012 | $8,237-75.6% | $7,906-74.6% | $6,396-68.5% |
| Admin fee / account holder | $273 | $14,976-98.2% | $13,708-98.0% | $12,562-97.8% |