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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 | $571 | $106,549-99.5% | $91,225-99.4% | $134,509-99.6% |
| Participation rate | 86.4% | 76.8%+9.6pp | 73.2%+13.2pp | 81.2%+5.1pp |
| Annual return | 193.19% | 160.73%+32.5pp | 114.10%+79.1pp | 418.13%-224.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $667 | $4,719-85.9% | $4,234-84.2% | $6,400-89.6% |
| Admin fee / account holder | $114 | $6,234-98.2% | $5,422-97.9% | $11,427-99.0% |