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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 | $23,280 | $54,672-57.4% | $80,022-70.9% | - |
| Participation rate | 0.0% | 65.0%-65.0pp | 75.8%-75.8pp | - |
| Annual return | -8.41% | -8.02%-0.4pp | 11.22%-19.6pp | - |
| Employer contribution / active EE | $0 | $1,529-100.0% | $2,468-100.0% | - |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,686-100.0% | - |
| Admin fee / account holder | $68 | $4,207-98.4% | $6,521-99.0% | - |