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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 | $10,285 | $155,555-93.4% | $146,866-93.0% | $155,188-93.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 55.75% | 115.41%-59.7pp | 102.85%-47.1pp | 148.84%-93.1pp |
| Employer contribution / active EE | $4,286 | $4,647-7.8% | $4,425-3.1% | $4,248+0.9% |
| Participant deferral / active EE | $2,362 | $8,044-70.6% | $7,759-69.6% | $6,531-63.8% |
| Admin fee / account holder | $34 | $14,755-99.8% | $13,620-99.7% | $14,480-99.8% |