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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 | $2,084 | $202,460-99.0% | $169,385-98.8% | $139,456-98.5% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 0.00% | 532.07%-532.1pp | 405.82%-405.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $808 | $4,691-82.8% | $4,012-79.9% | $4,753-83.0% |
| Participant deferral / active EE | $808 | $6,938-88.4% | $6,221-87.0% | $6,711-88.0% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |