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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 | $13,314 | $167,352-92.0% | $143,788-90.7% | $134,509-90.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.97% | 0.47%-29.4pp | -0.03%-28.9pp | 418.13%-447.1pp |
| Employer contribution / active EE | $4,128 | $5,620-26.5% | $4,952-16.6% | $4,741-12.9% |
| Participant deferral / active EE | $6,634 | $6,447+2.9% | $5,638+17.7% | $6,400+3.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |