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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 | $2,217 | $154,754-98.6% | $124,206-98.2% | $138,895-98.4% |
| Participation rate | 73.3% | 75.5%-2.1pp | 69.6%+3.8pp | 79.9%-6.6pp |
| Annual return | 27.71% | 709.28%-681.6pp | 515.27%-487.6pp | 145.39%-117.7pp |
| Employer contribution / active EE | $319 | $4,446-92.8% | $3,540-91.0% | $4,194-92.4% |
| Participant deferral / active EE | $375 | $4,621-91.9% | $3,968-90.5% | $6,396-94.1% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |