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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 | $17,199 | $160,040-89.3% | $147,096-88.3% | $145,877-88.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.43% | 98.49%-84.1pp | 419.75%-405.3pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,769 | $8,429-79.0% | $8,071-78.1% | $6,691-73.6% |
| Admin fee / account holder | $69 | $15,050-99.5% | $13,005-99.5% | $13,402-99.5% |