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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 | $5,248 | $177,834-97.0% | $177,834-97.0% | $254,542-97.9% |
| Participation rate | 0.0% | 58.6%-58.6pp | 39.5%-39.5pp | 47.4%-47.4pp |
| Annual return | 0.01% | 10.65%-10.6pp | 11.67%-11.7pp | 12.16%-12.2pp |
| Employer contribution / active EE | $0 | $33,520-100.0% | $28,376-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $48-100.0% | $46-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $15,617-100.0% | $15,617-100.0% | $17,640-100.0% |