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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 | $2,017 | $102,595-98.0% | $94,057-97.9% | $154,746-98.7% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 80.7%-8.0pp |
| Annual return | 23.87% | 583.42%-559.5pp | 480.62%-456.8pp | 172.34%-148.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $522 | $5,118-89.8% | $4,709-88.9% | $6,730-92.2% |
| Admin fee / account holder | $39 | $7,736-99.5% | $7,244-99.5% | $14,365-99.7% |