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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 | $18,492 | $178,174-89.6% | $156,181-88.2% | $137,256-86.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 23.93% | 84.19%-60.3pp | 64.87%-40.9pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,018 | $4,972-59.4% | $4,294-53.0% | $4,156-51.5% |
| Participant deferral / active EE | $2,018 | $6,888-70.7% | $6,132-67.1% | $6,407-68.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |