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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 | $1,452 | $68,097-97.9% | $62,929-97.7% | $137,256-98.9% |
| Participation rate | 84.6% | 77.4%+7.2pp | 73.1%+11.5pp | 80.0%+4.7pp |
| Annual return | 23.63% | 1859.11%-1835.5pp | 1063.93%-1040.3pp | 220.34%-196.7pp |
| Employer contribution / active EE | $318 | $2,811-88.7% | $2,505-87.3% | $4,156-92.4% |
| Participant deferral / active EE | $552 | $4,553-87.9% | $3,888-85.8% | $6,407-91.4% |
| Admin fee / account holder | $124 | $6,521-98.1% | $5,065-97.5% | $12,270-99.0% |