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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 | $53,063-96.0% | $124,206-98.3% | $82,637-97.4% |
| Participation rate | 70.4% | 58.4%+12.0pp | 69.6%+0.8pp | 68.1%+2.3pp |
| Annual return | 21.93% | 68.87%-46.9pp | 515.27%-493.3pp | 53.51%-31.6pp |
| Employer contribution / active EE | $308 | $1,530-79.9% | $3,540-91.3% | $2,552-87.9% |
| Participant deferral / active EE | $323 | $2,644-87.8% | $3,968-91.9% | $4,126-92.2% |
| Admin fee / account holder | $5 | $4,281-99.9% | $5,929-99.9% | $7,339-99.9% |