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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 | $2,583 | $211,288-98.8% | $178,540-98.6% | $145,884-98.2% |
| Participation rate | 78.9% | 80.8%-1.9pp | 77.1%+1.8pp | 80.3%-1.4pp |
| Annual return | 20.48% | 30.27%-9.8pp | 27.15%-6.7pp | 551.85%-531.4pp |
| Employer contribution / active EE | $820 | $4,574-82.1% | $3,953-79.3% | $4,662-82.4% |
| Participant deferral / active EE | $915 | $6,967-86.9% | $6,281-85.4% | $6,690-86.3% |
| Admin fee / account holder | $39 | $12,105-99.7% | $10,424-99.6% | $13,392-99.7% |