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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 | $9,164 | $138,102-93.4% | $125,381-92.7% | $134,532-93.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -29.29% | 750.73%-780.0pp | 572.31%-601.6pp | 418.27%-447.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,377 | $7,801-5.4% | $7,448-0.9% | $6,401+15.3% |
| Admin fee / account holder | $253 | $11,568-97.8% | $10,007-97.5% | $11,429-97.8% |