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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 | $1,209 | $49,255-97.5% | $70,494-98.3% | $79,856-98.5% |
| Participation rate | 76.0% | 69.2%+6.8pp | 75.1%+0.9pp | 69.6%+6.4pp |
| Annual return | 350.41% | 30.10%+320.3pp | 109.16%+241.3pp | 31.71%+318.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $251 | $2,768-91.0% | $3,711-93.2% | $3,741-93.3% |
| Admin fee / account holder | $3 | $2,879-99.9% | $3,848-99.9% | $5,306-99.9% |