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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 | $1,425 | $68,097-97.9% | $62,929-97.7% | $137,256-99.0% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 19.57% | 1859.11%-1839.5pp | 1063.93%-1044.4pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $451 | $4,553-90.1% | $3,888-88.4% | $6,407-93.0% |
| Admin fee / account holder | $20 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |