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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 | $13,886 | $201,779-93.1% | $122,354-88.7% | - |
| Participation rate | 0.0% | 56.6%-56.6pp | 71.6%-71.6pp | - |
| Annual return | -33.82% | 8.40%-42.2pp | 30.28%-64.1pp | - |
| Employer contribution / active EE | $0 | $824-100.0% | $4,051-100.0% | - |
| Participant deferral / active EE | $0 | $2,052-100.0% | $3,287-100.0% | - |
| Admin fee / account holder | $0 | $7,177-100.0% | $5,479-100.0% | - |