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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 | $2,742 | $85,024-96.8% | $70,544-96.1% | $139,466-98.0% |
| Participation rate | 90.9% | 73.9%+17.0pp | 68.4%+22.6pp | 80.3%+10.6pp |
| Annual return | 56.69% | 30.39%+26.3pp | 32.79%+23.9pp | 373.66%-317.0pp |
| Employer contribution / active EE | $696 | $3,912-82.2% | $2,976-76.6% | $4,754-85.4% |
| Participant deferral / active EE | $779 | $5,891-86.8% | $4,568-82.9% | $6,712-88.4% |
| Admin fee / account holder | $34 | $8,928-99.6% | $6,427-99.5% | $11,409-99.7% |