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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,780 | $176,811-92.8% | $147,005-91.3% | - |
| Participation rate | 0.0% | 76.9%-76.9pp | 82.2%-82.2pp | - |
| Annual return | 3.41% | 11.59%-8.2pp | 418.76%-415.4pp | - |
| Employer contribution / active EE | $0 | $3,294-100.0% | $4,934-100.0% | - |
| Participant deferral / active EE | $0 | $6,900-100.0% | $8,070-100.0% | - |
| Admin fee / account holder | $0 | $27,451-100.0% | $13,006-100.0% | - |