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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 | $498 | $49,199-99.0% | $121,204-99.6% | $75,173-99.3% |
| Participation rate | 77.1% | 55.4%+21.7pp | 69.5%+7.6pp | 67.2%+9.9pp |
| Annual return | 57.89% | 56.04%+1.8pp | 987.18%-929.3pp | 160.72%-102.8pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $291 | $2,630-88.9% | $4,083-92.9% | $4,126-92.9% |
| Admin fee / account holder | $0 | $3,946-100.0% | $5,651-100.0% | $5,651-100.0% |