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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 | $1,729 | $146,267-98.8% | $197,124-99.1% | $82,448-97.9% |
| Participation rate | 86.2% | 84.0%+2.1pp | 86.7%-0.6pp | 68.1%+18.1pp |
| Annual return | 29.91% | 29.61%+0.3pp | 44.34%-14.4pp | 41.64%-11.7pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $605 | $7,035-91.4% | $9,135-93.4% | $4,139-85.4% |
| Admin fee / account holder | $8 | $14,422-99.9% | $16,298-99.9% | $7,234-99.9% |