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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 | $3,991 | $106,905-96.3% | $84,020-95.2% | $152,885-97.4% |
| Participation rate | 95.2% | 75.2%+20.0pp | 69.0%+26.2pp | 82.5%+12.8pp |
| Annual return | 21.53% | 105.00%-83.5pp | 71.31%-49.8pp | 345.39%-323.9pp |
| Employer contribution / active EE | $495 | $2,735-81.9% | $1,984-75.1% | $4,763-89.6% |
| Participant deferral / active EE | $724 | $4,012-81.9% | $3,239-77.6% | $5,851-87.6% |
| Admin fee / account holder | $10 | $8,287-99.9% | $6,101-99.8% | $11,598-99.9% |