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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 | $5,004 | $88,507-94.3% | $98,506-94.9% | - |
| Participation rate | 0.0% | 61.4%-61.4pp | 73.3%-73.3pp | - |
| Annual return | 5.60% | 11.96%-6.4pp | 1494.92%-1489.3pp | - |
| Employer contribution / active EE | $0 | $1,785-100.0% | $2,961-100.0% | - |
| Participant deferral / active EE | $0 | $2,583-100.0% | $4,277-100.0% | - |
| Admin fee / account holder | $0 | $5,313-100.0% | $5,955-100.0% | - |