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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 | $3,669 | $76,407-95.2% | $150,298-97.6% | $82,448-95.5% |
| Participation rate | 93.5% | 66.4%+27.2pp | 77.8%+15.8pp | 68.1%+25.5pp |
| Annual return | 113.52% | 39.99%+73.5pp | 62.79%+50.7pp | 41.64%+71.9pp |
| Employer contribution / active EE | $767 | $2,614-70.7% | $4,154-81.5% | $2,551-69.9% |
| Participant deferral / active EE | $808 | $3,214-74.9% | $5,453-85.2% | $4,139-80.5% |
| Admin fee / account holder | $202 | $6,352-96.8% | $14,116-98.6% | $7,234-97.2% |