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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 | $1,032 | $112,933-99.1% | $90,970-98.9% | $158,982-99.4% |
| Participation rate | 78.9% | 74.7%+4.2pp | 69.0%+9.9pp | 82.0%-3.0pp |
| Annual return | 50.28% | 215.82%-165.5pp | 134.60%-84.3pp | 302.99%-252.7pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $857 | $4,128-79.3% | $3,373-74.6% | $5,983-85.7% |
| Admin fee / account holder | $115 | $8,047-98.6% | $5,961-98.1% | $11,252-99.0% |