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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 | $672 | $58,927-98.9% | $76,823-99.1% | $72,983-99.1% |
| Participation rate | 71.9% | 67.3%+4.5pp | 72.1%-0.2pp | 69.5%+2.4pp |
| Annual return | 29.06% | 2305.64%-2276.6pp | 1166.42%-1137.4pp | 81.01%-51.9pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $173 | $2,690-93.6% | $3,336-94.8% | $3,608-95.2% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,422-100.0% | $5,124-100.0% |