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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 | $198,836-99.8% | $102,412-99.7% | - |
| Participation rate | 0.0% | 60.8%-60.8pp | 74.5%-74.5pp | - |
| Annual return | -98.86% | 12.43%-111.3pp | 24.94%-123.8pp | - |
| Employer contribution / active EE | $0 | $2,607-100.0% | $3,870-100.0% | - |
| Participant deferral / active EE | $0 | $3,407-100.0% | $5,060-100.0% | - |
| Admin fee / account holder | $0 | $10,004-100.0% | $8,388-100.0% | - |