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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 | $15,404 | $150,447-89.8% | $136,298-88.7% | $147,586-89.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.56% | 1049.15%-1025.6pp | 5156.27%-5132.7pp | 578.59%-555.0pp |
| Employer contribution / active EE | $2,106 | $5,256-59.9% | $4,696-55.2% | $4,876-56.8% |
| Participant deferral / active EE | $1,792 | $6,631-73.0% | $6,247-71.3% | $5,439-67.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |