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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 | $1,772 | $77,908-97.7% | $149,696-98.8% | $75,173-97.6% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 63.38% | 31.73%+31.7pp | 134.46%-71.1pp | 160.72%-97.3pp |
| Employer contribution / active EE | $532 | $3,138-83.0% | $4,821-89.0% | $2,671-80.1% |
| Participant deferral / active EE | $839 | $3,411-75.4% | $5,682-85.2% | $4,126-79.7% |
| Admin fee / account holder | $31 | $5,950-99.5% | $13,212-99.8% | $5,651-99.5% |