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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 | $208,088-99.2% | $186,193-99.1% | $154,746-99.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 33.61% | 89.97%-56.4pp | 78.03%-44.4pp | 172.34%-138.7pp |
| Employer contribution / active EE | $674 | $4,340-84.5% | $3,918-82.8% | $4,379-84.6% |
| Participant deferral / active EE | $674 | $7,078-90.5% | $6,513-89.7% | $6,730-90.0% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |