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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 | $5,751 | $175,259-96.7% | $149,723-96.2% | $139,487-95.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 10.61% | 166.82%-156.2pp | 134.50%-123.9pp | 373.84%-363.2pp |
| Employer contribution / active EE | $2,634 | $5,478-51.9% | $4,821-45.4% | $4,755-44.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $32 | $16,158-99.8% | $13,215-99.8% | $11,407-99.7% |