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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 | $132,634-94.5% | $115,768-93.7% | $137,256-94.7% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.4%+10.2pp | 80.0%+4.7pp |
| Annual return | 16.97% | 160.70%-143.7pp | 100.46%-83.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $823 | $3,360-75.5% | $2,940-72.0% | $4,156-80.2% |
| Participant deferral / active EE | $978 | $5,619-82.6% | $4,917-80.1% | $6,407-84.7% |
| Admin fee / account holder | $27 | $15,028-99.8% | $12,439-99.8% | $12,270-99.8% |