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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 | $1,165 | $102,635-98.9% | $86,209-98.6% | $139,456-99.2% |
| Participation rate | 95.8% | 74.5%+21.3pp | 69.0%+26.9pp | 80.3%+15.5pp |
| Annual return | 45.87% | 1923.53%-1877.7pp | 1169.05%-1123.2pp | 373.45%-327.6pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $860 | $4,677-81.6% | $3,986-78.4% | $6,711-87.2% |
| Admin fee / account holder | $103 | $8,661-98.8% | $6,853-98.5% | $11,407-99.1% |