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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 | $15,269 | $212,386-92.8% | $199,883-92.4% | $138,895-89.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 30.77% | 47.75%-17.0pp | 43.81%-13.0pp | 145.39%-114.6pp |
| Employer contribution / active EE | $1,856 | $6,625-72.0% | $6,261-70.4% | $4,194-55.7% |
| Participant deferral / active EE | $2,149 | $9,617-77.7% | $9,138-76.5% | $6,396-66.4% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |