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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 | $1,189 | $107,941-98.9% | $91,994-98.7% | $152,909-99.2% |
| Participation rate | 95.7% | 81.2%+14.5pp | 78.6%+17.0pp | 82.5%+13.2pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,000 | $6,366-84.3% | $5,924-83.1% | $5,851-82.9% |
| Admin fee / account holder | $2 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |