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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 | $223,823-89.9% | $211,142-89.3% | $154,746-85.5% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.3%+2.7pp | 80.7%+9.3pp |
| Annual return | 15.59% | 50.39%-34.8pp | 46.84%-31.2pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,721 | $6,787-74.6% | $6,442-73.3% | $4,379-60.7% |
| Participant deferral / active EE | $2,106 | $9,750-78.4% | $9,284-77.3% | $6,730-68.7% |
| Admin fee / account holder | $120 | $19,707-99.4% | $19,076-99.4% | $14,365-99.2% |