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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 | $2,652 | $202,345-98.7% | $172,755-98.5% | $152,885-98.3% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 169.77% | 1029.77%-860.0pp | 802.94%-633.2pp | 345.39%-175.6pp |
| Employer contribution / active EE | $1,704 | $5,858-70.9% | $5,144-66.9% | $4,763-64.2% |
| Participant deferral / active EE | $338 | $5,948-94.3% | $5,198-93.5% | $5,851-94.2% |
| Admin fee / account holder | $35 | $17,111-99.8% | $13,955-99.7% | $11,598-99.7% |