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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 | $1,622 | $54,763-97.0% | $90,324-98.2% | $72,976-97.8% |
| Participation rate | 94.2% | 65.2%+29.1pp | 73.3%+20.9pp | 69.5%+24.7pp |
| Annual return | 33.50% | 30.63%+2.9pp | 78.15%-44.6pp | 81.02%-47.5pp |
| Employer contribution / active EE | $866 | $2,093-58.6% | $2,856-69.7% | $2,440-64.5% |
| Participant deferral / active EE | $567 | $2,887-80.4% | $3,885-85.4% | $3,608-84.3% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,356-100.0% | $5,124-100.0% |