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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 | $5,238 | $231,535-97.7% | $231,535-97.7% | $418,949-98.7% |
| Participation rate | 0.0% | 62.5%-62.5pp | 45.5%-45.5pp | 35.7%-35.7pp |
| Annual return | 0.01% | 12.59%-12.6pp | 12.92%-12.9pp | 15.19%-15.2pp |
| Employer contribution / active EE | $0 | $27,595-100.0% | $24,425-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $18-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $262,349-100.0% | $262,349-100.0% | $50,584-100.0% |