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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 | $1,944 | $102,663-98.1% | $86,216-97.7% | $139,466-98.6% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 18.08% | 1924.52%-1906.4pp | 1169.42%-1151.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $479 | $4,677-89.8% | $3,986-88.0% | $6,712-92.9% |
| Admin fee / account holder | $51 | $8,663-99.4% | $6,853-99.3% | $11,409-99.6% |