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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 | $1,745 | $96,388-98.2% | $80,627-97.8% | $139,466-98.7% |
| Participation rate | 76.5% | 73.6%+2.8pp | 67.0%+9.5pp | 80.3%-3.9pp |
| Annual return | 62.70% | 1352.08%-1289.4pp | 936.76%-874.1pp | 373.66%-311.0pp |
| Employer contribution / active EE | $477 | $3,260-85.4% | $2,723-82.5% | $4,754-90.0% |
| Participant deferral / active EE | $555 | $5,224-89.4% | $4,443-87.5% | $6,712-91.7% |
| Admin fee / account holder | $11 | $6,603-99.8% | $5,381-99.8% | $11,409-99.9% |