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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 | $304 | $131,625-99.8% | $107,187-99.7% | - |
| Participation rate | 0.0% | 57.3%-57.3pp | 75.0%-75.0pp | - |
| Annual return | 0.00% | 14.69%-14.7pp | 204.55%-204.5pp | - |
| Employer contribution / active EE | $0 | $2,255-100.0% | $3,782-100.0% | - |
| Participant deferral / active EE | $0 | $3,909-100.0% | $5,096-100.0% | - |
| Admin fee / account holder | $0 | $8,026-100.0% | $9,162-100.0% | - |