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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 | $9,269 | $77,416-88.0% | $69,464-86.7% | $152,897-93.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 74.6%+17.7pp | 82.5%+9.9pp |
| Annual return | 5.95% | 39.08%-33.1pp | 28.98%-23.0pp | 345.43%-339.5pp |
| Employer contribution / active EE | $746 | $3,315-77.5% | $2,779-73.2% | $4,764-84.3% |
| Participant deferral / active EE | $751 | $4,413-83.0% | $3,536-78.8% | $5,851-87.2% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |