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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 | $1,300 | $78,520-98.3% | $96,576-98.7% | $82,448-98.4% |
| Participation rate | 75.0% | 77.7%-2.7pp | 81.4%-6.4pp | 68.1%+6.9pp |
| Annual return | 103.40% | 41.30%+62.1pp | 38.47%+64.9pp | 41.64%+61.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $867 | $6,754-87.2% | $7,956-89.1% | $4,139-79.1% |
| Admin fee / account holder | $15 | $13,455-99.9% | $11,381-99.9% | $7,234-99.8% |