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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 | $17,013 | $178,174-90.5% | $156,181-89.1% | $137,256-87.6% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.8%-0.3pp | 80.0%-1.4pp |
| Annual return | 8.89% | 84.19%-75.3pp | 64.87%-56.0pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,470 | $4,972-70.4% | $4,294-65.8% | $4,156-64.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $97 | $17,404-99.4% | $14,586-99.3% | $12,270-99.2% |