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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 | $5,688 | $138,102-95.9% | $125,381-95.5% | $134,532-95.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.64% | 750.73%-771.4pp | 572.31%-593.0pp | 418.27%-438.9pp |
| Employer contribution / active EE | $1,073 | $5,245-79.5% | $4,815-77.7% | $4,741-77.4% |
| Participant deferral / active EE | $1,357 | $7,801-82.6% | $7,448-81.8% | $6,401-78.8% |
| Admin fee / account holder | $21 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |