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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 | $5,239 | $180,749-97.1% | $160,784-96.7% | $137,256-96.2% |
| Participation rate | 78.3% | 80.0%-1.7pp | 77.0%+1.3pp | 80.0%-1.7pp |
| Annual return | 23.39% | 2234.46%-2211.1pp | 1803.92%-1780.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $998 | $6,844-85.4% | $6,293-84.1% | $6,407-84.4% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |