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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 | $13,542 | $157,755-91.4% | $109,313-87.6% | - |
| Participation rate | 0.0% | 56.0%-56.0pp | 71.3%-71.3pp | - |
| Annual return | -8.98% | 5.09%-14.1pp | 22.07%-31.1pp | - |
| Employer contribution / active EE | $0 | $1,256-100.0% | $3,892-100.0% | - |
| Participant deferral / active EE | $0 | $2,072-100.0% | $3,166-100.0% | - |
| Admin fee / account holder | $0 | $7,421-100.0% | $5,666-100.0% | - |