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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 | $491 | $64,807-99.2% | $79,467-99.4% | - |
| Participation rate | 0.0% | 63.3%-63.3pp | 73.3%-73.3pp | - |
| Annual return | -11.05% | -6.90%-4.2pp | 718.30%-729.4pp | - |
| Employer contribution / active EE | $0 | $2,603-100.0% | $2,800-100.0% | - |
| Participant deferral / active EE | $0 | $2,645-100.0% | $3,704-100.0% | - |
| Admin fee / account holder | $6 | $2,902-99.8% | $5,104-99.9% | - |