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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 | $2,938 | $102,663-97.1% | $86,216-96.6% | $139,466-97.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 45.46% | 1924.52%-1879.1pp | 1169.42%-1124.0pp | 373.66%-328.2pp |
| Employer contribution / active EE | $922 | $3,035-69.6% | $2,382-61.3% | $4,754-80.6% |
| Participant deferral / active EE | $953 | $4,677-79.6% | $3,986-76.1% | $6,712-85.8% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |