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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 | $1,192 | $175,212-99.3% | $149,682-99.2% | $139,427-99.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 18.13% | 166.63%-148.5pp | 134.35%-116.2pp | 373.27%-355.1pp |
| Employer contribution / active EE | $0 | $5,475-100.0% | $4,818-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $416 | $6,520-93.6% | $5,681-92.7% | $6,711-93.8% |
| Admin fee / account holder | $68 | $16,150-99.6% | $13,210-99.5% | $11,404-99.4% |