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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 | $6,294 | $167,415-96.2% | $140,514-95.5% | $198,609-96.8% |
| Participation rate | 89.5% | 80.9%+8.6pp | 77.8%+11.7pp | 82.4%+7.1pp |
| Annual return | 45.42% | 13.85%+31.6pp | 14.36%+31.1pp | 202.70%-157.3pp |
| Employer contribution / active EE | $1,875 | $4,088-54.1% | $3,378-44.5% | $5,055-62.9% |
| Participant deferral / active EE | $2,222 | $5,579-60.2% | $4,919-54.8% | $6,977-68.2% |
| Admin fee / account holder | $16 | $16,730-99.9% | $13,697-99.9% | $19,030-99.9% |