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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 | $8,712 | $110,594-92.1% | $119,126-92.7% | - |
| Participation rate | 0.0% | 55.8%-55.8pp | 75.8%-75.8pp | - |
| Annual return | 4.19% | 13.60%-9.4pp | 282.11%-277.9pp | - |
| Employer contribution / active EE | $0 | $1,521-100.0% | $4,034-100.0% | - |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,318-100.0% | - |
| Admin fee / account holder | $0 | $7,930-100.0% | $10,693-100.0% | - |