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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 | $3,003 | $70,121-95.7% | $63,803-95.3% | $138,895-97.8% |
| Participation rate | 80.0% | 77.2%+2.8pp | 72.7%+7.3pp | 79.9%+0.1pp |
| Annual return | 25.99% | 946.48%-920.5pp | 543.72%-517.7pp | 145.39%-119.4pp |
| Employer contribution / active EE | $312 | $2,882-89.2% | $2,532-87.7% | $4,194-92.6% |
| Participant deferral / active EE | $501 | $4,535-89.0% | $3,843-87.0% | $6,396-92.2% |
| Admin fee / account holder | $40 | $6,738-99.4% | $5,196-99.2% | $12,562-99.7% |