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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 | $839 | $72,071-98.8% | $68,368-98.8% | $137,256-99.4% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.0%+11.3pp |
| Annual return | 47.20% | 353.14%-305.9pp | 292.57%-245.4pp | 220.34%-173.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $499 | $4,410-88.7% | $4,123-87.9% | $6,407-92.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |