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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 | $1,498 | $100,203-98.5% | $85,240-98.2% | $145,897-99.0% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 17.07% | 84.28%-67.2pp | 66.75%-49.7pp | 552.29%-535.2pp |
| Employer contribution / active EE | $448 | $3,242-86.2% | $2,735-83.6% | $4,663-90.4% |
| Participant deferral / active EE | $571 | $5,299-89.2% | $4,527-87.4% | $6,689-91.5% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |