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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 | $1,726 | $109,908-98.4% | $97,161-98.2% | $145,978-98.8% |
| Participation rate | 94.1% | 75.9%+18.2pp | 72.7%+21.4pp | 80.3%+13.8pp |
| Annual return | 9.77% | 243.80%-234.0pp | 75.36%-65.6pp | 550.52%-540.8pp |
| Employer contribution / active EE | $682 | $3,077-77.8% | $2,723-75.0% | $4,662-85.4% |
| Participant deferral / active EE | $682 | $4,679-85.4% | $4,265-84.0% | $6,690-89.8% |
| Admin fee / account holder | $99 | $6,213-98.4% | $5,647-98.2% | $13,400-99.3% |