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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 | $7,966 | $162,136-95.1% | $152,301-94.8% | $154,746-94.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 26.57% | 91.02%-64.5pp | 80.50%-53.9pp | 172.34%-145.8pp |
| Employer contribution / active EE | $1,629 | $4,890-66.7% | $4,624-64.8% | $4,379-62.8% |
| Participant deferral / active EE | $1,820 | $8,341-78.2% | $8,004-77.3% | $6,730-73.0% |
| Admin fee / account holder | $260 | $15,759-98.4% | $14,398-98.2% | $14,365-98.2% |