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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 | $1,824 | $79,961-97.7% | $98,462-98.1% | $75,177-97.6% |
| Participation rate | 93.5% | 70.4%+23.1pp | 75.2%+18.3pp | 67.2%+26.3pp |
| Annual return | 20.75% | 19.75%+1.0pp | 21.17%-0.4pp | 160.75%-140.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $255 | $3,753-93.2% | $4,738-94.6% | $4,126-93.8% |
| Admin fee / account holder | $7 | $6,842-99.9% | $8,875-99.9% | $5,651-99.9% |