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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 | $2,600 | $150,446-98.3% | $136,297-98.1% | $147,585-98.2% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 16.66% | 1049.14%-1032.5pp | 5156.19%-5139.5pp | 578.58%-561.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,519 | $6,631-77.1% | $6,247-75.7% | $5,439-72.1% |
| Admin fee / account holder | $23 | $10,906-99.8% | $9,244-99.7% | $10,886-99.8% |