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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 | $1,564 | $65,364-97.6% | $92,909-98.3% | $72,975-97.9% |
| Participation rate | 85.4% | 68.3%+17.1pp | 76.0%+9.4pp | 69.5%+15.9pp |
| Annual return | 26.50% | 42.11%-15.6pp | 109.44%-82.9pp | 81.01%-54.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $738 | $3,128-76.4% | $4,238-82.6% | $3,608-79.5% |
| Admin fee / account holder | $27 | $4,251-99.4% | $5,795-99.5% | $5,124-99.5% |