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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 | $1,027 | $175,259-99.4% | $149,723-99.3% | $139,487-99.3% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 38.56% | 166.82%-128.3pp | 134.50%-95.9pp | 373.84%-335.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,007 | $6,522-84.6% | $5,682-82.3% | $6,713-85.0% |
| Admin fee / account holder | $80 | $16,158-99.5% | $13,215-99.4% | $11,407-99.3% |