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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 | $3,765 | $78,707-95.2% | $117,861-96.8% | $70,126-94.6% |
| Participation rate | 76.7% | 73.2%+3.5pp | 79.7%-3.0pp | 69.5%+7.1pp |
| Annual return | 53.27% | 23.30%+30.0pp | 335.11%-281.8pp | 73.15%-19.9pp |
| Employer contribution / active EE | $839 | $2,223-62.3% | $3,786-77.8% | $2,343-64.2% |
| Participant deferral / active EE | $1,175 | $3,297-64.4% | $4,482-73.8% | $3,332-64.7% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |