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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 | $2,224 | $124,980-98.2% | $108,359-97.9% | $154,746-98.6% |
| Participation rate | 78.9% | 75.2%+3.8pp | 70.1%+8.8pp | 80.7%-1.8pp |
| Annual return | 18.29% | 45.00%-26.7pp | 36.89%-18.6pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $336 | $4,743-92.9% | $4,137-91.9% | $6,730-95.0% |
| Admin fee / account holder | $24 | $11,502-99.8% | $9,741-99.8% | $14,365-99.8% |