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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 | $5,983 | $98,884-93.9% | $78,676-92.4% | - |
| Participation rate | 0.0% | 62.0%-62.0pp | 73.6%-73.6pp | - |
| Annual return | -8.42% | 0.47%-8.9pp | 62.19%-70.6pp | - |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,850-100.0% | - |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,517-100.0% | - |
| Admin fee / account holder | $55 | $10,143-99.5% | $4,510-98.8% | - |