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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 | $2,780 | $68,097-95.9% | $62,929-95.6% | $137,256-98.0% |
| Participation rate | 77.3% | 77.4%-0.2pp | 73.1%+4.2pp | 80.0%-2.7pp |
| Annual return | 17.83% | 1859.11%-1841.3pp | 1063.93%-1046.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $769 | $4,553-83.1% | $3,888-80.2% | $6,407-88.0% |
| Admin fee / account holder | $32 | $6,521-99.5% | $5,065-99.4% | $12,270-99.7% |