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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 | $1,918 | $76,407-97.5% | $150,298-98.7% | $82,448-97.7% |
| Participation rate | 77.1% | 66.4%+10.7pp | 77.8%-0.6pp | 68.1%+9.1pp |
| Annual return | 20.85% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $444 | $3,214-86.2% | $5,453-91.9% | $4,139-89.3% |
| Admin fee / account holder | $36 | $6,352-99.4% | $14,116-99.7% | $7,234-99.5% |