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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 | $1,683 | $175,259-99.0% | $149,723-98.9% | $139,487-98.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 55.63% | 166.82%-111.2pp | 134.50%-78.9pp | 373.84%-318.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,371 | $6,522-79.0% | $5,682-75.9% | $6,713-79.6% |
| Admin fee / account holder | $124 | $16,158-99.2% | $13,215-99.1% | $11,407-98.9% |