Filed July 13, 2021
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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 | $15,859 | $138,072-88.5% | $123,549-87.2% | $135,382-88.3% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -9.72% | 153.69%-163.4pp | 119.20%-128.9pp | 519.77%-529.5pp |
| Employer contribution / active EE | $1,890 | $5,152-63.3% | $4,628-59.2% | $4,779-60.4% |
| Participant deferral / active EE | $3,207 | $6,799-52.8% | $6,426-50.1% | $5,609-42.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |