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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 | $9,592 | $165,361-94.2% | $149,715-93.6% | $158,950-94.0% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 21.04% | 348.24%-327.2pp | 276.66%-255.6pp | 302.91%-281.9pp |
| Employer contribution / active EE | $992 | $5,103-80.6% | $4,645-78.6% | $4,762-79.2% |
| Participant deferral / active EE | $1,901 | $7,182-73.5% | $6,842-72.2% | $5,983-68.2% |
| Admin fee / account holder | $88 | $10,808-99.2% | $9,310-99.1% | $11,248-99.2% |