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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 | $7,269 | $142,354-94.9% | $125,529-94.2% | $155,188-95.3% |
| Participation rate | 84.6% | 78.1%+6.5pp | 74.7%+9.9pp | 80.8%+3.8pp |
| Annual return | 16.97% | 306.06%-289.1pp | 202.56%-185.6pp | 148.84%-131.9pp |
| Employer contribution / active EE | $823 | $3,501-76.5% | $3,058-73.1% | $4,248-80.6% |
| Participant deferral / active EE | $978 | $5,491-82.2% | $4,813-79.7% | $6,531-85.0% |
| Admin fee / account holder | $27 | $19,392-99.9% | $16,298-99.8% | $14,480-99.8% |