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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 | $3,787 | $97,125-96.1% | $86,233-95.6% | $137,256-97.2% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 25.82% | 74.19%-48.4pp | 61.39%-35.6pp | 220.34%-194.5pp |
| Employer contribution / active EE | $631 | $2,841-77.8% | $2,504-74.8% | $4,156-84.8% |
| Participant deferral / active EE | $698 | $5,180-86.5% | $4,559-84.7% | $6,407-89.1% |
| Admin fee / account holder | $88 | $9,725-99.1% | $8,342-98.9% | $12,270-99.3% |