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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 | $495 | $76,522-99.4% | $56,033-99.1% | $145,884-99.7% |
| Participation rate | 91.3% | 63.2%+28.1pp | 52.5%+38.8pp | 80.3%+11.0pp |
| Annual return | 12.10% | 3014.28%-3002.2pp | 1711.38%-1699.3pp | 551.85%-539.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $107 | $2,624-95.9% | $1,954-94.5% | $6,690-98.4% |
| Admin fee / account holder | $2 | $3,328-99.9% | $2,827-99.9% | $13,392-100.0% |