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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 | $6,888 | $629,339-98.9% | $123,105-94.4% | - |
| Participation rate | 0.0% | 82.7%-82.7pp | 86.8%-86.8pp | - |
| Annual return | -5.35% | -0.80%-4.6pp | 13.22%-18.6pp | - |
| Employer contribution / active EE | $0 | $3,722-100.0% | $5,151-100.0% | - |
| Participant deferral / active EE | $0 | $3,761-100.0% | $6,229-100.0% | - |
| Admin fee / account holder | $0 | $44,008-100.0% | $9,014-100.0% | - |