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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 | $3,847 | $180,749-97.9% | $160,784-97.6% | $137,256-97.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 27.89% | 2234.46%-2206.6pp | 1803.92%-1776.0pp | 220.34%-192.5pp |
| Employer contribution / active EE | $768 | $4,155-81.5% | $3,733-79.4% | $4,156-81.5% |
| Participant deferral / active EE | $768 | $6,844-88.8% | $6,293-87.8% | $6,407-88.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |