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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 | $2,986 | $64,311-95.4% | $57,356-94.8% | $125,389-97.6% |
| Participation rate | 93.3% | 78.6%+14.7pp | 75.1%+18.3pp | 83.2%+10.1pp |
| Annual return | -1.91% | 25.14%-27.1pp | 24.41%-26.3pp | 282.24%-284.2pp |
| Employer contribution / active EE | $806 | $3,193-74.8% | $2,689-70.0% | $4,866-83.4% |
| Participant deferral / active EE | $565 | $3,846-85.3% | $3,162-82.1% | $5,352-89.4% |
| Admin fee / account holder | $179 | $5,243-96.6% | $3,357-94.7% | $9,541-98.1% |