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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 | $1,473 | $109,863-98.7% | $98,477-98.5% | $167,518-99.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 9.21% | 1958.09%-1948.9pp | 1493.59%-1484.4pp | 478.71%-469.5pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $565 | $4,673-87.9% | $4,276-86.8% | $6,342-91.1% |
| Admin fee / account holder | $131 | $6,755-98.1% | $5,951-97.8% | $12,312-98.9% |