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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 | $8,691 | $180,466-95.2% | $154,114-94.4% | $135,382-93.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.38% | 888.15%-895.5pp | 735.16%-742.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $3,517 | $6,035-41.7% | $5,298-33.6% | $4,779-26.4% |
| Participant deferral / active EE | $986 | $5,806-83.0% | $5,081-80.6% | $5,609-82.4% |
| Admin fee / account holder | $15 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |