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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 | $5,373 | $138,102-96.1% | $125,381-95.7% | $134,532-96.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -49.00% | 750.73%-799.7pp | 572.31%-621.3pp | 418.27%-467.3pp |
| Employer contribution / active EE | $2,836 | $5,245-45.9% | $4,815-41.1% | $4,741-40.2% |
| Participant deferral / active EE | $3,883 | $7,801-50.2% | $7,448-47.9% | $6,401-39.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |