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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 | $11,991 | $158,982-92.5% | $272,075-95.6% | $158,982-92.5% |
| Participation rate | 0.0% | 82.0%-82.0pp | 71.9%-71.9pp | 82.0%-82.0pp |
| Annual return | 0.10% | 302.99%-302.9pp | 21.13%-21.0pp | 302.99%-302.9pp |
| Employer contribution / active EE | $0 | $4,763-100.0% | $1,442-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $1,656-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,252-100.0% | $540-100.0% | $11,252-100.0% |