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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 | $1,686 | $181,004-99.1% | $97,032-98.3% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 71.6%-71.6pp | - |
| Annual return | 0.00% | 7.93%-7.9pp | 35.38%-35.4pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $2,629-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $4,672-100.0% | - |
| Admin fee / account holder | $0 | $33,727-100.0% | $9,418-100.0% | - |