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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 | $8,419 | $138,114-93.9% | $125,391-93.3% | $134,545-93.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.62% | 750.88%-771.5pp | 572.41%-593.0pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,773 | $5,246-66.2% | $4,816-63.2% | $4,742-62.6% |
| Participant deferral / active EE | $1,800 | $7,801-76.9% | $7,448-75.8% | $6,401-71.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |