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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 | $1,106 | $102,696-98.9% | $86,235-98.7% | $139,487-99.2% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.0%+24.4pp | 80.3%+13.0pp |
| Annual return | 154.81% | 1925.91%-1771.1pp | 1170.03%-1015.2pp | 373.84%-219.0pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,074 | $4,679-77.1% | $3,987-73.1% | $6,713-84.0% |
| Admin fee / account holder | $127 | $8,667-98.5% | $6,856-98.1% | $11,407-98.9% |