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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 | $658 | $73,988-99.1% | $96,538-99.3% | $75,177-99.1% |
| Participation rate | 72.4% | 66.4%+6.0pp | 74.3%-1.9pp | 67.2%+5.2pp |
| Annual return | 5937.04% | 26.73%+5910.3pp | 35.74%+5901.3pp | 160.75%+5776.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $695 | $3,660-81.0% | $4,880-85.8% | $4,126-83.1% |
| Admin fee / account holder | $27 | $5,220-99.5% | $6,737-99.6% | $5,651-99.5% |