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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 | $111 | $299,959-100.0% | $185,849-99.9% | - |
| Participation rate | 0.0% | 61.2%-61.2pp | 81.7%-81.7pp | - |
| Annual return | 0.00% | 9.80%-9.8pp | 122.10%-122.1pp | - |
| Employer contribution / active EE | $0 | $1,731-100.0% | $5,169-100.0% | - |
| Participant deferral / active EE | $0 | $2,385-100.0% | $5,569-100.0% | - |
| Admin fee / account holder | $0 | $47,864-100.0% | $16,244-100.0% | - |