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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 | $1,956 | $105,158-98.1% | $94,672-97.9% | $139,487-98.6% |
| Participation rate | 91.3% | 82.4%+8.9pp | 80.8%+10.5pp | 80.3%+11.0pp |
| Annual return | 47.34% | 38.11%+9.2pp | 156.89%-109.5pp | 373.84%-326.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,323 | $7,599-82.6% | $7,417-82.2% | $6,713-80.3% |
| Admin fee / account holder | $8 | $8,972-99.9% | $7,222-99.9% | $11,407-99.9% |