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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 | $4,667 | $106,557-95.6% | $91,227-94.9% | $134,545-96.5% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.2%+17.7pp | 81.2%+9.7pp |
| Annual return | -14.77% | 160.81%-175.6pp | 114.14%-128.9pp | 418.37%-433.1pp |
| Employer contribution / active EE | $591 | $3,332-82.3% | $2,851-79.3% | $4,742-87.5% |
| Participant deferral / active EE | $743 | $4,719-84.2% | $4,234-82.4% | $6,401-88.4% |
| Admin fee / account holder | $18 | $6,235-99.7% | $5,423-99.7% | $11,431-99.8% |