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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 | $1,799 | $228,352-99.2% | $185,827-99.0% | $158,950-98.9% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 0.00% | 40.81%-40.8pp | 35.96%-36.0pp | 302.91%-302.9pp |
| Employer contribution / active EE | $566 | $4,967-88.6% | $4,087-86.2% | $4,762-88.1% |
| Participant deferral / active EE | $910 | $6,416-85.8% | $5,633-83.8% | $5,983-84.8% |
| Admin fee / account holder | $2 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |