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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 | $2,131 | $52,353-95.9% | $120,225-98.2% | $82,448-97.4% |
| Participation rate | 70.4% | 58.3%+12.1pp | 69.6%+0.8pp | 68.1%+2.3pp |
| Annual return | 21.93% | 61.85%-39.9pp | 439.23%-417.3pp | 41.64%-19.7pp |
| Employer contribution / active EE | $308 | $1,510-79.6% | $3,475-91.1% | $2,551-87.9% |
| Participant deferral / active EE | $323 | $2,627-87.7% | $3,999-91.9% | $4,139-92.2% |
| Admin fee / account holder | $5 | $4,363-99.9% | $5,696-99.9% | $7,234-99.9% |