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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 | $5,399 | $165,040-96.7% | $155,602-96.5% | - |
| Participation rate | 0.0% | 63.1%-63.1pp | 78.2%-78.2pp | - |
| Annual return | 0.43% | 19.42%-19.0pp | 64.81%-64.4pp | - |
| Employer contribution / active EE | $0 | $2,509-100.0% | $4,675-100.0% | - |
| Participant deferral / active EE | $0 | $2,927-100.0% | $5,629-100.0% | - |
| Admin fee / account holder | $0 | $96,826-100.0% | $15,923-100.0% | - |