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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 | $2,211 | $94,436-97.7% | $115,599-98.1% | $82,637-97.3% |
| Participation rate | 90.2% | 70.4%+19.7pp | 74.3%+15.9pp | 68.1%+22.1pp |
| Annual return | 21.41% | 18.37%+3.0pp | 111.10%-89.7pp | 53.51%-32.1pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $261 | $3,955-93.4% | $4,889-94.7% | $4,126-93.7% |
| Admin fee / account holder | $25 | $10,328-99.8% | $12,841-99.8% | $7,339-99.7% |