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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 | $1,620 | $180,749-99.1% | $160,784-99.0% | $137,256-98.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 33.61% | 2234.46%-2200.9pp | 1803.92%-1770.3pp | 220.34%-186.7pp |
| Employer contribution / active EE | $674 | $4,155-83.8% | $3,733-81.9% | $4,156-83.8% |
| Participant deferral / active EE | $674 | $6,844-90.2% | $6,293-89.3% | $6,407-89.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |