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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 | $18,554 | $180,462-89.7% | $154,111-88.0% | $135,379-86.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -18.44% | 888.17%-906.6pp | 735.18%-753.6pp | 519.79%-538.2pp |
| Employer contribution / active EE | $7,738 | $6,036+28.2% | $5,298+46.1% | $4,779+61.9% |
| Participant deferral / active EE | $6,472 | $5,806+11.5% | $5,081+27.4% | $5,609+15.4% |
| Admin fee / account holder | $8 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |