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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 | $1,392 | $72,396-98.1% | $67,511-97.9% | $145,959-99.0% |
| Participation rate | 79.2% | 76.9%+2.3pp | 72.9%+6.3pp | 80.3%-1.1pp |
| Annual return | 13.64% | 7194.07%-7180.4pp | 3517.41%-3503.8pp | 561.95%-548.3pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $460 | $4,781-90.4% | $4,000-88.5% | $6,689-93.1% |
| Admin fee / account holder | $69 | $5,538-98.8% | $3,999-98.3% | $13,398-99.5% |