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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 | $3,633 | $71,878-94.9% | $86,698-95.8% | $68,486-94.7% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.5pp | 67.9%+30.1pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $795 | $2,173-63.4% | $2,837-72.0% | $2,597-69.4% |
| Participant deferral / active EE | $1,663 | $3,779-56.0% | $4,656-64.3% | $4,028-58.7% |
| Admin fee / account holder | $0 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |