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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 | $1,108 | $755,339-99.9% | $379,746-99.7% | $158,982-99.3% |
| Participation rate | 85.7% | 81.8%+4.0pp | 78.4%+7.3pp | 82.0%+3.7pp |
| Annual return | 0.00% | 53.41%-53.4pp | 34.90%-34.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,076 | $7,938-86.4% | $6,024-82.1% | $5,983-82.0% |
| Admin fee / account holder | $1 | $14,482-100.0% | $7,927-100.0% | $11,252-100.0% |