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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 | $782 | $162,529-99.5% | $130,788-99.4% | $154,746-99.5% |
| Participation rate | 83.3% | 75.9%+7.5pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 43.18% | 510.48%-467.3pp | 386.44%-343.3pp | 172.34%-129.2pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $469 | $4,808-90.3% | $4,137-88.7% | $6,730-93.0% |
| Admin fee / account holder | $14 | $7,669-99.8% | $6,673-99.8% | $14,365-99.9% |