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Annual investment return 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 | $14,972 | $168,636-91.1% | $147,617-89.9% | $125,393-88.1% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -4.92% | 77.65%-82.6pp | 61.98%-66.9pp | 282.23%-287.2pp |
| Employer contribution / active EE | $1,900 | $6,252-69.6% | $5,565-65.9% | $4,866-61.0% |
| Participant deferral / active EE | $3,094 | $5,507-43.8% | $4,895-36.8% | $5,351-42.2% |
| Admin fee / account holder | $5 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |