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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 | $75,541-95.1% | $152,093-97.6% | $82,637-95.6% |
| Participation rate | 93.5% | 66.5%+27.0pp | 77.8%+15.8pp | 68.1%+25.5pp |
| Annual return | 113.52% | 32.56%+81.0pp | 66.36%+47.2pp | 53.51%+60.0pp |
| Employer contribution / active EE | $767 | $2,622-70.8% | $4,175-81.6% | $2,552-69.9% |
| Participant deferral / active EE | $808 | $3,206-74.8% | $5,451-85.2% | $4,126-80.4% |
| Admin fee / account holder | $202 | $6,405-96.8% | $14,497-98.6% | $7,339-97.2% |