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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 | $10,723 | $154,228-93.0% | $145,433-92.6% | $137,256-92.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.13% | 74.59%-46.5pp | 66.58%-38.5pp | 220.34%-192.2pp |
| Employer contribution / active EE | $1,633 | $4,804-66.0% | $4,554-64.1% | $4,156-60.7% |
| Participant deferral / active EE | $2,331 | $8,216-71.6% | $7,897-70.5% | $6,407-63.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |