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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 | $11,965 | $167,553-92.9% | $4,276+179.8% | $167,553-92.9% |
| Participation rate | 0.0% | 82.1%-82.1pp | 4.7%-4.7pp | 82.1%-82.1pp |
| Annual return | -0.21% | 478.89%-479.1pp | -23.60%+23.4pp | 478.89%-479.1pp |
| Employer contribution / active EE | $0 | $4,840-100.0% | $0 | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $0 | $6,343-100.0% |
| Admin fee / account holder | $0 | $12,316-100.0% | $1,846-100.0% | $12,316-100.0% |