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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 | $1,442 | $91,198-98.4% | $178,503-99.2% | $79,856-98.2% |
| Participation rate | 78.0% | 69.2%+8.8pp | 81.9%-3.9pp | 69.6%+8.4pp |
| Annual return | 8802.90% | 24.20%+8778.7pp | 151.12%+8651.8pp | 31.71%+8771.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $419 | $3,237-87.0% | $5,202-91.9% | $3,741-88.8% |
| Admin fee / account holder | $34 | $6,748-99.5% | $13,987-99.8% | $5,306-99.4% |