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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 | $4,108 | $112,729-96.4% | $98,716-95.8% | $137,256-97.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 23.31% | 38.48%-15.2pp | 31.81%-8.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $597 | $2,725-78.1% | $2,279-73.8% | $4,156-85.6% |
| Participant deferral / active EE | $833 | $4,640-82.0% | $4,048-79.4% | $6,407-87.0% |
| Admin fee / account holder | $93 | $10,129-99.1% | $8,703-98.9% | $12,270-99.2% |