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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 | $22,495 | $209,336-89.3% | $197,124-88.6% | $137,256-83.6% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 15.59% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,721 | $6,591-73.9% | $6,227-72.4% | $4,156-58.6% |
| Participant deferral / active EE | $2,106 | $9,614-78.1% | $9,135-76.9% | $6,407-67.1% |
| Admin fee / account holder | $120 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |