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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 | $8,175 | $172,111-95.3% | $150,298-94.6% | $137,256-94.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 104.73% | 69.37%+35.4pp | 62.79%+41.9pp | 220.34%-115.6pp |
| Employer contribution / active EE | $1,730 | $4,636-62.7% | $4,154-58.4% | $4,156-58.4% |
| Participant deferral / active EE | $944 | $6,166-84.7% | $5,453-82.7% | $6,407-85.3% |
| Admin fee / account holder | $86 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |