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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 | $1,525 | $85,171-98.2% | $172,753-99.1% | $72,976-97.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 346.49% | 27.32%+319.2pp | 803.00%-456.5pp | 81.02%+265.5pp |
| Employer contribution / active EE | $911 | $3,324-72.6% | $5,144-82.3% | $2,440-62.7% |
| Participant deferral / active EE | $702 | $3,260-78.5% | $5,198-86.5% | $3,608-80.5% |
| Admin fee / account holder | $9 | $5,880-99.8% | $13,956-99.9% | $5,124-99.8% |