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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 | $553 | $76,519-99.3% | $56,025-99.0% | $145,897-99.6% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 12.13% | 3017.03%-3004.9pp | 1712.69%-1700.6pp | 552.29%-540.2pp |
| Employer contribution / active EE | $95 | $1,383-93.1% | $1,042-90.8% | $4,663-98.0% |
| Participant deferral / active EE | $145 | $2,624-94.5% | $1,955-92.6% | $6,689-97.8% |
| Admin fee / account holder | $5 | $3,331-99.9% | $2,828-99.8% | $13,390-100.0% |