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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 | $1,119 | $116,167-99.0% | $64,489-98.3% | $137,256-99.2% |
| Participation rate | 88.2% | 68.2%+20.0pp | 67.7%+20.5pp | 80.0%+8.3pp |
| Annual return | 18.14% | 36.55%-18.4pp | 55.03%-36.9pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $469 | $4,215-88.9% | $2,778-83.1% | $6,407-92.7% |
| Admin fee / account holder | $26 | $6,188-99.6% | $4,260-99.4% | $12,270-99.8% |