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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 | $1,491 | $110,039-98.6% | $97,260-98.5% | $145,884-99.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.93% | 244.44%-233.5pp | 75.54%-64.6pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $154 | $4,674-96.7% | $4,262-96.4% | $6,690-97.7% |
| Admin fee / account holder | $6 | $6,204-99.9% | $5,640-99.9% | $13,392-100.0% |