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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 | $18,628 | $138,075-86.5% | $123,552-84.9% | $135,379-86.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -37.34% | 153.70%-191.0pp | 119.20%-156.5pp | 519.79%-557.1pp |
| Employer contribution / active EE | $9,801 | $5,152+90.2% | $4,628+111.8% | $4,779+105.1% |
| Participant deferral / active EE | $7,530 | $6,800+10.7% | $6,426+17.2% | $5,609+34.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |