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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 | $720 | $169,356-99.6% | $129,406-99.4% | $145,897-99.5% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 12.49% | 14418.62%-14406.1pp | 9468.18%-9455.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $237 | $4,987-95.2% | $4,167-94.3% | $6,689-96.5% |
| Admin fee / account holder | $24 | $9,915-99.8% | $7,689-99.7% | $13,390-99.8% |